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Knowledge is Power

To really make your financial dreams come true, it's important to have some working knowledge of investments and taxes. Explore wise investing ideas that suit your risk profile, and get tips on how to minimize your tax bill. Sound complicated? Just start with the basics.

Protect What You Value

Whether you own a home, vacation getaway, investment property or antique family heirlooms, chances are you’ve made an investment that needs to be protected. Consider consulting with both an experienced financial consultant as well as a tax professional.

View Property Insurance Options

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

Set a Retirement Goal

Whether you’re 25 or 55, set a retirement goal and specific investment plan to achieve it. The average household spends 25 years in retirement, so you’ll want to update your investments on a regular basis to reflect changes in health, taxes, income or family circumstances.

Learn More About IRAs
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This information is general in nature and is provided for educational purposes only. Regions makes no representations as to the accuracy, completeness, timeliness, suitability, or validity of any information presented. Information provided should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional for advice applicable to your specific situation. Regions neither endorses nor guarantees any websites or companies referenced in this article that are not owned by Regions.

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.

*Investment, Annuities and Insurance Products

  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value
  • Are Not Deposits
  • Are Not Insured by Any Federal Government Agency
  • Are Not a Condition of Any Banking Activity