Financial Education at your fingertips:
- FREE downloadable "Quick Guides".
- Connect to the people who can help.
- Find just the answers you need with your personalized Financial Checklist.
- FREE downloadable "Quick Guides".
- Connect to the people who can help.
- Find just the answers you need with your personalized Financial Checklist.
Getting Ready To Retire / Retired
Download Your Free "Quick Guide"
What's Inside
- Understanding the Basics
- Medicare
- Long-Term Care Insurance
- Life Insurance
- Taking Inventory
- Your Social Security Benefits
- Discovering Your Retirement Lifestyle
- Fine-Tuning Your Investment Strategy
- Distributions from Your Retirement Plan
- The Role of Your Home in Retirement
- Estate Planning Considerations
- Countdown to Retirement
- Glossary
Learn From Their Stories
Connect with Someone Who Can Help
Find What's Important to You
More Info-Centers
- Paying For College
- Getting Ready To Retire / Retired
- Investing For Retirement
- Protecting Your Wealth / Health / Home
- Cash & Debt Management
- Investing & Investments
- Buying & Selling Home / Real Estate
- Running Your Business
- Major Life Events
- Planning Your Estate
- Your 401(k)
- Career Transition
- CyberSafe
- Avoiding Identity Theft
*Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. BancorpSouth Wealth Management is a trade name of BancorpSouth Bank, a division of Cadence Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
