Next Step Financial Wellness
We believe that anyone with the right tools and guidance can be good with money. Bolster your money-management skills and financial confidence with our collection of Next Step resources.
Advice for your unique goals
Family budgeting and saving
Set your family up for financial success while learning smart money habits with tips and family-friendly educational resources from Regions Next Step.
Navigating homeownership
Prepare for every step as a homeowner with guidance, tools, and resources from Regions Next Step.
Retirement saving & planning
Learn how to invest in your future and create financial security for your retirement years with tools and resources from Regions Next Step.
Financial literacy for students
As a college student, your next steps are pretty big. Take the guesswork out of preparing for the future with real life insights, financial guidance, and tips to help you make the most of these years without breaking your budget.
Financial hardship
If you’ve been impacted by financial hardship, we have resources to help. Get information on topics from how to manage debt to job loss to planning a funeral while you manage these or other hardships.
Saving for your next vacation
Whether you’re planning a staycation or saving for the trip of a lifetime down the road, we’ve got budgeting hacks and money-saving strategies to help you grow your vacation fund.
Planning and saving for the holidays
Focus more time on celebrating with your loved ones and spend less time worrying about your finances this holiday season with spending and saving tips.
Navigating medical hardship
Resources to help you prepare for the unexpected and manage finances when medical hardships arise.
Building your business
If you’re eager to take your business to the next level, we’ve got the tools and guidance to help you get there. The Next Step for Business collection offers articles, podcasts, calculators, seminars and other useful resources for business owners.
How to be Confident with Money
Check out this virtual event to learn more about what it means to be good with money. We’ll be talking to Investopedia Editor-in-Chief Caleb Silver alongside Hilarey Gould, editorial director of The Balance, about how to develop a healthy relationship with money and what actions you can take to reach your own personal financial goals.
Register now for the date and time you want to attend.
Resources to help achieve your goals and build financial confidence
Next Step courses
Improve your financial IQ and learn how to make informed money management decisions with our short, engaging financial education courses. Each Next Step course takes about 10 minutes to complete and can be accessed via your mobile device, tablet, or desktop.
Money management insights
What’s your next step? Whether you’re creating your first budget, buying a home, saving for college, or planning for retirement, we’ve got financial insights to help guide you through every step of the process.
Next Step podcasts
Ready to improve your money management skills? Give your financial knowledge a boost with the Next Step Podcast collection. These quick, educational podcasts can help you discover new strategies for achieving your personal and business financial goals.
Next Step webinars
Smart money management skills can help you stay in control of your finances. With Next Step’s financial wellness webinars, experienced Regions associates will break down key financial topics in an easy-to-digest manner, from retirement planning and home ownership to money management basics.
Featured guest advice
Check out the posts below from featured guest bloggers to get actionable, real-life advice about the topics that are most important to you.
Financial wellness tools
Use the tools and activities below to help you set goals, track your finance habits and learn new money management skills.
Downloadable worksheets
When it comes to money management, careful planning and good organization are key. Our free planning worksheets can help you stay organized and show you how to break your goals down into manageable, achievable steps.
Virtual learning for kids
Teach your kids or students the value of smart money habits through interactive games, fun lesson plans and downloadable activity sheets. Regions offers this through We Are Teachers for children in kindergarten through 8th grade.
Simplify your banking
Monitoring your finances on a regular basis can help you stay up to date on account balances and make progress toward your family’s financial goals. Use these resources for tips on tracking your finances and making account management more seamless.
- Learn About Regions Overdraft Grace: Get extra time to make a deposit or transfer and avoid overdraft fees
- Alert Options Growing at Regions Bank
- Regions Bank Announces New Steps to Reduce Overdraft Charges, Eliminate Non-Sufficient Funds Fees
- Keeping Track of Your Money: 4 Steps to Take Charge of Your Accounts
- Understanding Overdraft Fees
- Checking Accounts: Five Mistakes to Avoid
- Three Reasons to Automate Bill Payments – and Four Precautions You Need to Take First
Protect your finances from current fraud scams
With fraudsters becoming more creative, it’s important to know what to keep an eye out for when staying vigilant for fraud scams. Check out these resources to learn tips on protecting your finances from common scams today.
