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Retired

JUST BECAUSE YOU'VE STOPPED WORKING, DOESN'T MEAN YOUR MONEY HAS.

Congratulations! You've left the workforce. You now have the freedom to do the things you want - when you want to do them. But just because you have stopped working, doesn't mean your money has. Financial planning is a life-long process and does not end when you retire.

Monitor your plan…
We encourage you to meet with a financial advisor regularly to review your assets, ensuring you're always looking for new ways to grow your money.

Let us help you stay on track and enjoy your retirement. Click here to request a free no-obligation financial review with a licensed banker and/or financial consultant*.

Rebalance your portfolio.
While you want to keep your funds diversified, now is an appropriate time to adjust your portfolio - You might want to reduce your risk levels and invest a little more conservatively.

Consolidate your accounts.
If you haven't already, you may want to consider consolidating your retirement accounts. Maybe, for convenience sake and a variety of other reasons, you might want to have all of your funds in one account or at the same financial institution. Makes for easier money management, that's for sure.

Consider a Rollover IRA.
Make sure all retirement dollars have been accounted for. Most of us in our working careers have had jobs at more than one company. If you left funds in a prior employer's retirement plan, you should contact the plan administrator to verify your balance and find out how funds will be distributed. Better yet, you may want to consider a Rollover IRA.

What about long-term care insurance?
The need for a family member to receive medical care in a nursing home can be quite costly. Long-term care insurance can be a solution for many individuals. While long-term care insurance is not for everyone, it can provide an excellent resource if you fit certain criteria. Click here to learn more.

How about estate planning?
Anyone with assets should consider options that can reduce or eliminate estate taxes. Without adequate planning, state and federal governments could receive too much of the wealth you leave behind. A will provides for the distribution of your assets upon death. However, assets passing under a will are subject to probate, often a time-consuming and potentially costly effort.

Estate planning can preserve what you've worked so hard to accumulate and allow you to control the transfer of your wealth. Let us help you. Click here to request a free estate planning session.

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*SECURITIES ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. ("AIS"), member FINRA (www.finra.org) and SIPC (www.sipc.org), d/b/a Associated Investment Services Group in Minnesota. • Insurance products are offered by licensed agents of Associated Financial Group, LLC. ("AFG"). • Fiduciary, administrative, and planning services are provided by Associated Trust Company, NA ("ATC"). Investment management services are provided to ATC by Associated Investment Management, LLC ("AIM"). • Securities and insurance products offered are NOT deposits or obligations of, insured or guaranteed by Associated Banc-Corp ("AB-C") or any bank or affiliate, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. • AIS, AFG, ATC and AIM are all affiliates of AB-C.

Bank deposits are offered by Associated Bank ("AB"). AB is an affiliate of Associated Banc-Corp and a member of the FDIC.

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