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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.

Here are some ways American National Bank can help you fortify your financial position during your retirement years:

Join our American National Bank Senior Citizen Checking  >> 

Take advantage of non-interest bearing checking for persons age 60 or older for our customers in their retirement years.

Conserve time and money with American National Bank’s convenient checking accounts with online banking and bill pay and ATM service  >> 

You’ll reduce the time it takes to pay your bills and save on the expense of printed paper checks and postage while helping the environment as well.

Click here to view our e-Banking services

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.

Rent a safe deposit box  >> 

This a convenient place to store important items that would be difficult or impossible to replace. American National Bank's safe deposit boxes offer privacy, and in most cases, greater security than keeping your valuables and important documents elsewhere. Additionally, some insurance companies charge lower insurance premiums on valuables kept in a bank's safe deposit box instead of at home.

Ask a Customer Service Representative about a safe deposit box and start securing your valuables!   

Tips for Effective Financial Management

  • Take advantage of senior discounts wherever you can, and don’t 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 you’ll 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.
  • Ask an American National Bank representative about our retirement saving options.     

Some Financial Calculators for Retirement...

Our calculators can help you determine what you need to achieve your goals and stay on budget.

 

For help determining the best accounts and products for sound and productive money management during your Retirement Life Stage, please contact us at (903) 572-1776 or email us at webmaster@anbmp.com.

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