Basic Guidelines
- The quicker you get your estate and financial affairs in order, the better off you'll be. The sooner you put time and money on your side, the more income you'll have working for you later on.
- You may still have to save during retirement. Don't forget that inflation erodes your purchasing power. You don't want your retirement savings to run out.
- Growth should still be a part of your investment portfolio. Keeping all your financial assets in purely income-producing savings or investments may unnecessarily limit their potential for growth.
- Maximize your income... eliminate unnecessary expenses. Carefully review how you spend your money. If you can reduce or cut certain expenses, you'll have more money to spend on the things you really want.
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NOTICE: Trust products and services: i) are not deposits or other obligations of, nor are they guaranteed by, First United Bank & Trust or its affiliates; ii) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States or by First United Bank & Trust or its affiliates; and iii) are subject to investment risks, including the possible loss of value.
