Wauchula State Bankís Life Stages Planning
Protect Your Wealth and Start Paying Yourself
The freedom to live the retirement lifestyle of your choice with more time to spend with your friends
and family can make your retirement years truly enjoyable. However, this is not the time to become
complacent about your financial initiatives. Stay open to new ideas and opportunities to leverage
your money, even if you are satisfied with your current financial position.
Here are some ways Wauchula State Bank can help you during your retirement years:
Youíll reduce the time it takes to pay your bills and save on the expense of printed paper checks and postage while helping the environment as well.
Personal Online Banking Ė With Wauchula State Bankís Personal Online Banking, customers can access accounts from anywhere 24 hours a day, 7 days a week via the World Wide Web at www.wauchulastatebank.com. Having the ability to monitor your account at any time offers peace of mind like never before! Itís fast, itís easy and best of all, itís free!
Online eStatements is a free, secure and paperless option to managing your account activity online - anytime, anywhere. Sign up by opting in for electronic statement delivery through our Online Banking service.
Decisions about the disposition of your estate, a living will, burial and funeral arrangements can be made now so your wishes will be known and your family will be relieved of making important decisions under duress.
This a convenient place to store important items that would be difficult or impossible to replace. Wauchula State Bankís safe deposit boxes offer privacy and in most cases, greater security than keeping your valuables and important documents elsewhere.
Ask one of our Personal Bankers about the availability of a box in the size that fits your needs.
Tips for Effective Financial Management:
- Take advantage of senior discounts wherever you can, and donít be shy in asking for them.
- Do not invest with someone you don't know.† Scams targeted at retirees abound.†Your investment opportunities should be carefully researched and verified by reputable professionals.
- Be informed. †From your investments to your insurance youíll want to audit your current portfolio and policies and make the necessary changes to reflect your needs and preferences as a retiree.
- Create a complete and detailed listing of your financial, investment, insurance and legal documents and put a copy in your safe deposit box.†††
Some Financial Calculators for Retirees...
Our calculators can help you determine what you need to achieve your goals and stay on budget.
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For help determining the best accounts and products for sound and productive money management during your Retirement Lifestage, please contact us at 863-773-4151 or firstname.lastname@example.org. Weíre here for you!