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Setting Course

It's never too early to think about how you want to live in retirement. Set goals and strive for milestones, then build from there. Your retirement plan is a living document, one you'll want to review and revisit throughout your lifetime.

Emergency Savings

In retirement, your emergency fund may need to grow. Be wary of relying on your retirement portfolio as an emergency fund. And if you do have to tap your emergency fund, make sure that you replenish it. Protecting your retirement savings is a priority.

Discover a Platinum Relationship Money Market

Protect What You Value

As your age and circumstances change, you’ll want to revisit your need for insurance: life, disability, medical, property, even long-term medical care. Every situation is unique, but check with an insurance professional to decide how to adjust your insurance expenses.

Discover a Wealth of Insurance Options

Match Investment Risk to Life Stage

Adding riskier investments to your portfolio, such as stocks or mutual funds, can increase your potential return. As you draw closer to needing the money, you’ll want to diversify your investments and reduce your financial risk.

Find the Right Fit for Your Needs
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This information is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion as to the advisability of acquiring, holding or disposing of a particular investment, nor should it be construed as a suggestion or indication that the particular investment or investment course of action described herein is appropriate for any specific retirement investor. In providing this communication, Regions is not undertaking to provide impartial investment advice or to give advice in a fiduciary capacity.

Banking products and services are provided by Regions Bank. 

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither Cetera Investment Services nor Cetera Investment Advisers is an affiliate of Regions Bank or its related companies. Check the background of investment professionals on FINRA’s BrokerCheck.

*Investment, Annuities and Insurance Products

  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value
  • Are Not Deposits
  • Are Not Insured by Any Federal Government Agency
  • Are Not a Condition of Any Banking Activity