About Scarborough

Retirement Requires Thoughtful and Careful Planning 

Scarborough is focused on educating members on the retirement planning process. Whether you are several years away or in the process of retiring, we can help. Every day we help members with budgeting, determining income needs, establishing appropriate investment mixes and much more. And we can do the same for you.

Because we believe in educating members, we conduct retirement planning workshops to help you make informed decisions to reach your financial goals. Our workshops educate you on the fundamentals of the retirement planning process and tackle such issues as:

• What should you do with your pension and retirement assets?
• Can you afford to retire or will you outlive your assets?
• Do you have the tools you need to help make that determination?
• Are you aware of the factors that go into making a sound retirement decision?
  

During the workshops we’ll help you answer the following important questions:

• How much money will I need in retirement?
• How will inflation affect my retirement income?
• Should I take a lump-sum pension or monthly payments?
• Should I take an early benefit from Social Security or wait until full retirement age?
• What should I do with my 401(k) savings or annuity when I retire?
• How should I invest my money?
• What are the expenses of the rollover options?