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.

Understanding credit

Learn how to understand your credit score and maintain good credit to help you on your way to achieving your financial goals 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.

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.

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.

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.

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.

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.


Small changes can add up in a big way. If you’re hoping to boost your rainy day fund, pay off debt, or finance a big purchase, our interactive calculators can help you plan your next step.

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.

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.