Previous Previous Item

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.

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
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. 

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.