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Rule Your Retirement

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 products and their performance.

  1. Conserve time and money with PCBs checking accounts which offer FREE Internet Banking, FREE Bill Pay and no-charge ATM services:  You will reduce the time it takes to pay your bills and save on the expense of printed paper checks and postage while helping the environment.  

50+ FREE Interest Checking - Competitive interest, FREE checks   

Ultimate Checking - It is time you got rewarded - just for living your life. 

  1. Leave a legacy with a trust:  Trust services are intended for many people at many levels, and can help you create the legacy you want and administer your assets according to your wishes. 
  1. Relieve your family from making difficult decisions:  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.

Tips for Effective Financial Management
  • Take advantage of senior discounts wherever you can, and dont 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 youll 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 trust products and put a copy in your safe deposit box.

For help determining the best accounts and products for sound and productive money management during your Rule Your Retirement lifestage, please contact us.