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Staying in Control

Even after you've retired, you'll still need to stay on top of your financial situation. Know key dates for making withdrawals and understand those tax implications. Adjust for changes in your health and look for unexpected gaps — and even new opportunities.

Stick to a Budget

Your retirement savings may need to last for decades. First, decide what your priorities are for this stage of life. By sticking to a cost of living budget, you’ll have more flexibility to enjoy your lifestyle — or meet unexpected medical expenses.

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Protect What You Value

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

Discover a Wealth of Insurance Options

Match Investment Risk to Life Stage

Maintain an active investment strategy, even as a retiree. Evaluate your investments each year to balance for safety and income. Make adjustments for market performance so your assets last as long as you need them to.

Which CD is Right for Me?
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This information is general in nature and is provided for educational purposes only. Regions makes no representations as to the accuracy, completeness, timeliness, suitability, or validity of any information presented. Information provided should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional for advice applicable to your specific situation. Regions neither endorses nor guarantees any websites or companies referenced in this article that are not owned by Regions.

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