Rates | Calculators | Loan Applications | Careers | Join Us! Locations | Member Services | Contact Us
   Enroll
Personal Banking Student Banking Business Solutions Investments & Insurance My-Milestones
 
  Investments & Insurance
 
  Trust Services
   
  Investments
   
  Insurance
   
  Online Brokerage »
   
  Education Center »
   
  Seminar Schedule
   
  Contact a Representative »
   

 

Retirement Income Planning

Are you financially ready to Retire? You should have a retirement income plan » for meeting your financial goals. There really is a big difference between not working and not worrying, and retirement should be a time to enjoy life, not be overwhelmed by financial concerns.

Contact a Coastal Federal Financial Representative » and plan your retirement today or have a Representative contact you (pdf).

One-third of all retirees can’t afford to maintain their standard of living. In fact, 41% indicate that they may have to keep working because they need the extra income.

Cornell Retirement and Well-Being Study, 1994-1999

Coastal Federal Financial Group
P.O. Box 58429
Raleigh, NC 27658
1-919-865-7756 (Raleigh)
1-877-863-6169 (Charlotte)

Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Icn. (CBSI), member, NASD/SPIC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109.

Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investments products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.

Related Links:
Contact a Representative »
Learn the Five Small Steps Toward Retiring!
Retirement Savings Calculator


Have a Question?
Privacy Policy | Terms of Use Advice You Can Trust
ABA/Routing # 253175494
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Trust services available through MEMBERS Trust Company. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution.CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. © 2008 Coastal Federal Credit Union All rights reserved.
Home