Establishing a Plan

Retire With a Purpose

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Hope is not a strategy when it comes to investing during retirement. You need a plan that allows your wealth to withstand any economic downturn while continuing to grow over time, so it doesn't lose value to inflation. Read More about Retire With a Purpose

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Laying Foundations

Making thoughtful plans about your estate can give you great peace of mind. Begin by answering two essential questions: What do you value most? And how would you like to share your wealth with future generations?

Account for Your Family's Needs

Take into account the unique needs of your family situation. Remember to account for aging parents, healthcare, special-needs children, inheritance and gifting, trust and estate planning. One of the strategies inherent in this comprehensive approach is to manage and minimize taxes.

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Manage Your Capital

Understand your net worth and determine a healthy relationship between your assets and liabilities that aligns with your goals. Consider opportunities to strategically use leverage to build wealth.

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Create a Customized Investment Strategy

Don’t follow anyone else’s investment strategy. Your roadmap should be unique to your family’s needs, your portfolio and your retirement goals. Your Regions Wealth Advisor has access to some of the most knowledgeable subject-matter experts in the financial field, allowing them to offer practical, tailored solutions.

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