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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.

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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.

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 general in nature and is not intended to be legal, tax, or financial advice. Although Regions believes this information to be accurate, it cannot ensure that it will remain up to date. Statements or opinions of individuals referenced herein are their own—not Regions'. Consult an appropriate professional concerning your specific situation and for current tax rules. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. The LifeGreen color is a trademark of Regions Bank.

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.