What Type of Financial Planner Are You?

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What Type of Financial Planner Are You?
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Where your financial priorities lie — be it maxing out your 401(k) contribution, saving for a down payment on a home, buying new clothes, or paying off your credit card debt — can say a lot about how you’re planning for the future. Take this quiz to see just what type of financial planner you are.


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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 irs.gov 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.