Retirement Saving & Planning Resources
Learn how to invest in your future and create financial security for your retirement years with tools and resources from Regions Next Step.
Retirement Tools and Resources
Retirement and Savings Podcasts
Hear from Regions’ knowledgeable bankers, advisors and professionals about retirement strategies and saving tips.
Calculators
Use these interactive calculators to help you set saving goals and build your retirement plan.
Courses
Check out these 10-minute courses to improve your financial knowledge about topics that can help you plan for retirement.
Retirement Planning and Saving
Working with a Wealth Advisor
You don’t need to navigate retirement planning alone. Learn about the value of working with a wealth advisor and picking one that aligns with your financial needs.
Setting Retirement Goals
It’s never too early to begin working toward your retirement goals. Use these resources to help you get started.
Building Retirement Savings
The more money you put away in the early years, the larger your nest egg will be. Explore these resources for tips on starting and growing your retirement savings.
- 7 Steps to Start Planning for Retirement
- Reassess Your Retirement Plan Contributions
- Saving for Retirement: Covering Gaps in Your Planning
- Transitioning to Retirement: Keys to Making the Big Pivot
- 3 Tips to Take Control of Your Financial Future
- Should You Save for Retirement or Pay for Your Child’s Education?
Planning for Early Retirement
Check out these resources for considerations when planning to retire early.
Portfolio Management
Whether you’re just starting to save or you’re on your way to meeting your savings goals, these resources offer advice on considerations for managing your portfolio and asset allocation.
Women and Retirement Planning
Browse these articles for ways women can boost their retirement savings and improve their long-term financial security.
- Women & Investing: A Fresh Perspective
- How Women in Their 40s and 50s Can Maximize Retirement Savings
- 4 Ways Women Can Improve Their Retirement Security
- 7 Things Widows Need to Ask Their Wealth Advisor
- Retirement Planning for Women
- Women and Wealth: Rebounding From the Financial Impact of COVID-19
- Raising Financially Confident Daughters
- Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected
Retirement Planning for Every Age and Stage
Retirement savings goals and plans can vary by age and your unique financial situation. No matter your age, stage, or lifestyle, check out these resources for tips to help you thoughtfully plan the right financial moves for your unique needs.
- An Age-by-Age Guide to Financial Growth
- How Millennials Can Start Investing
- Generation Wars: Retirement Planning Style
- Planning for Retirement: Balancing Parenthood and Employment
- Planning for Retirement: Tips for Same-Sex Couples
- Planning for the New Retirement, Tips for Baby Boomers
- Financial Planning for Blended Families
Podcast Series: Building Generational Wealth
When it comes to creating and maintaining generational wealth, it’s important to plan ahead. Listen to this podcast series to learn how families of all income brackets can build wealth for their kids and grandkids.
Keep Your Investments Safe from Fraud
While you’re building up your nest egg, fraudsters and other bad actors may try to take advantage of your savings. Check out the below resources to learn more about identifying scams and protecting your investments.
Your Retirement Years
Finances in Retirement
Planning doesn’t cease when you retire. Use these resources for tips on budgeting and managing your retirement income and accounts.
Estate and Legacy Planning
- Estate Planning Basics
- The Importance of Reviewing Your Estate Plan
- Estate Planning: Helping Loved Ones Navigate Your Assets
- Protecting Your Family: Planning an Inheritance
- Estate Planning Without Heirs
- Discussing Estate Planning with Aging Parents
- Estate Planning: When to Hire a Professional Executor
Planning for Care
As you get older, health care expenses can increase. Explore these resources as you start thinking about your long-term care plans.
Stay Vigilant for Scams Targeting Seniors
Many fraudsters take advantage of seniors as they can have more difficulty identifying scams and are hesitant about reporting financial abuse. Learn more about how fraudsters are targeting senior citizens and steps you can take to help protect your finances as you age.
- Spotting the Signs: Protecting Against Elder Financial Exploitation (webinar - COMING SOON)
- Four Tips to Keep Seniors Safe From Scams
- Stopping Impostor Scams
- 7 Steps to Fight Elder Fraud
- Common Scams Targeting Senior Citizens
More Financial Resources from Regions Next Step
Looking for tips and tools for reaching your financial goals? Next Step’s online collection is full of articles, podcasts, worksheets, calculators and other useful resources to help you break your plans down into manageable and achievable steps.