• NHTrust Financial Advisors
  • MeredithVillage Savings Bank
  • MerrimackCounty Savings Bank
  • Savings Bank ofWalpole
  • New HampshireMutual Bancorp
  • Contact Us
  • Locations

Meredith Village Savings Bank

Meredith Village Savings Bank
  • Personal
        • Branch Management Team
        • Checking
          • Checking
          • Checking
          • Order Checks
          • $5 Allowance
          • Schedule of Fees
        • Savings, Money Markets, CDs & IRAs
        • Health Savings Accounts
        • Overdraft Programs
          • Overdraft Programs
          • Overdraft Programs
          • CheckReserve Line of Credit
          • Courtesy Pay
        • Deposit Rates
        • Online, Mobile & Telephone Banking
          • Online, Mobile & Telephone Banking
          • Online, Mobile & Telephone Banking
          • Telephone Banking Guide
        • Home Lending
          • Home Lending
          • Home Lending
          • Home Equity Lines & Loans
          • Mortgage Lending Specialists
          • Home Buying Road Map
          • Mortgage Assistance Programs
          • First Time Homebuyers
          • Home Lending Rates
          • Local Realtors
          • Reverse Mortgages
        • Personal Lending
          • Personal Lending
          • Apply Now
          • Personal Lending
          • Personal Lending Rates
          • Credit Cards
        • GenGold Savings & Identity Theft Program
          • GenGold Savings & Identity Theft Program
          • GenGold Savings & Identity Theft Program
          • Local GenGold Partners
          • Newsletters
        • Safe Deposit Boxes
  • Business
        • Business Team
        • Checking & Savings
          • Checking & Savings
          • Checking & Savings
          • Deposit Rates
        • Lending
          • Lending
          • Lending
          • Business Credit Cards
          • Commercial Loan Meeting Checklist
          • Business Plan
          • Loan Application Form
        • Online, Mobile & Telephone Banking
          • Online, Mobile & Telephone Banking
          • Online, Mobile & Telephone Banking
          • Telephone Banking Guide
        • Expanded Business Solutions
        • GenGold® Business Partner Program
  • Resources
        • Financial Education
        • Calculators
          • Calculators
          • College Savings Calculator
          • Loan Calculator
          • Mortgage Calculators
          • Retirement Calculator
          • Savings Calculator
        • Routing Number
        • Newsletter
  • About
        • Careers
        • Community Involvement
          • Community Involvement
          • Community Involvement
          • Fund Application
        • Directors
        • History
        • Leadership
        • Privacy & Security
          • Privacy & Security
          • Privacy & Security
          • Privacy Notice
        • Statement of Condition
        • Values
        • Locations

Financial Education Center

Financial Education Center > Stories
About To Retire - Steve
About To Retire - Steve
  • Age 63, married, director of non-profit organization
  • He and his wife both have retirement savings
  • He is concerned about his wife's health
  • Thinks about how to be able to retire and travel

 

Steve, considering early retirement, had just met with his company's retirement specialist. He learned that if he worked two more years, until he was 65, his pension would be worth 15% more than if he retired now. "That's a lot of money, Susan!" he said to his wife. "But then ... shouldn't we do some traveling now, while we both have our health?" Susan agreed: "We have to figure out a way to make it happen." She pointed out that they both had retirement plans and savings; Steve had a 403(b) plan and she had a 401(k) plan in addition to her savings account. It was hard to know where to start. Neither one of them knew how much it would cost to live in retirement.

Click on the "PLAY" button to listen to the story.

Your browser does not support the audio tag.

Find more information about
  • Generating Monthly Income
  • Distributions from Your Retirement Plan
  • Selecting a Distribution Option

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency

Meeting with NHTrust Team is without obligation or cost.

NHTrust is a trade name of the New Hampshire Trust and Wealth Management Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member of FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. 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. Infinex and NHTrust are not affiliated.

Find Someone To Help
  • Connect with a Financial Advisor
Free Quick Guides
  • Retirement Plan Distributions
  • Wills, Trusts & Probate
  • Understanding Estate Taxes
  • 401(k) Rollovers
  • Retirement Income
  • Individual Retirement Plans
  • Retirement Plans for Self-Employed
  • Additional Guides
Your Financial Checklist
  • Create Checklist

24 NH Route 25
PO Box 177
Meredith, NH 03253
603.279.7986
800.922.6872
Telephone Banking: 800.394.8769
NMLS#466022

© 2020 Truebridge, Inc.

  • Personal
    • Branch Management Team
    • Checking
    • Savings, Money Markets, CDs & IRAs
    • Health Savings Accounts
    • Overdraft Programs
    • Deposit Rates
    • Online, Mobile & Telephone Banking
    • Home Lending
    • Personal Lending
    • GenGold Savings & Identity Theft Program
    • Safe Deposit Boxes
  • Business
    • Business Team
    • Checking & Savings
    • Lending
    • Online, Mobile & Telephone Banking
    • Expanded Business Solutions
    • GenGold® Business Partner Program
  • Resources
    • Financial Education
    • Calculators
    • Routing Number
    • Newsletter
  • About
    • Careers
    • Community Involvement
    • Directors
    • History
    • Leadership
    • Privacy & Security
    • Statement of Condition
    • Values
    • Locations
Faceook Twitter LinkedIn
  • Personal
    • Branch Management Team
    • Checking
    • Savings, Money Markets, CDs & IRAs
    • Overdraft Programs
    • Deposit Rates
    • Online, Mobile & Telephone Banking
    • Home Lending
    • Personal Lending
    • GenGold Savings & Identity Theft Program
    • Safe Deposit Boxes
  • Business
    • Business Team
    • Checking & Savings
    • Lending
    • Online, Mobile & Telephone Banking
    • Services
    • GenGold Business Partner Program
  • Resources
    • Financial Education
    • Calculators
    • Routing Number
    • Newsletter
  • About
    • Careers
    • Community Involvement
    • Directors
    • History
    • Leadership
    • Locations
    • Privacy & Security
    • Statement of Condition
    • Values
  • Contact Us
  • NHTrust Financial Advisors
  • MeredithVillage Savings Bank
  • MerrimackCounty Savings Bank
  • Savings Bank ofWalpole
  • New HampshireMutual Bancorp