Previous Previous Item

Be Disciplined and Flexible

Even with the best plan, you can expect challenges and opportunities. Maybe you'll outlive your original plan, start a business or engage in an unexpected real estate or stock transaction. Stay in touch with your plan — and your advisors — as you move through your retirement years.

Protect What You Value

Living in retirement, your needs for different types of insurance will evolve. Stay informed about the best fits in long-term care and health coverage. Continue protection for your home and other assets to avoid surprises while you’re living on a fixed income.

Grow, Protect and Transfer Your Legacy

Take frequent stock of your estate plan. Consider any adjustments that might need to be made based on financial conditions or your medical care. You'll also want to adjust for any changes in family circumstances.

Explore Estate Planning and Charitable Giving

Manage Your Capital

Make an initial plan of the capital needed to fund your retirement. Be sure to both review and refresh that plan on a regular basis, even after you’ve retired. Does it still support your plans, even if your retirement lasts longer than you anticipated?

Understand Our Investment Process
Next Next Item

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.