Next Step Financial Education
Whether you're facing financial uncertainties or simply planning ahead, we're here to support you. Explore Next Step's Financial Wellness Today collection, found below, for tips, tools and resources designed to help you stay on track and safeguard your future.
We’re here to help you reach your financial goals and move your life forward.
Money Management Insights
COVID-19 Resources
If you’ve been impacted by COVID-19, we’re here to help. Get information on everything from how to manage your finances while social distancing to tips and resources to help you navigate financial hardship.
Financial Learning Center
When you’re knowledgeable about your money, it goes further, and so do you. Improve your financial IQ and learn how to make informed money management decisions through our short, engaging courses. Each course takes 10 minutes to complete and can be accessed via your mobile device, tablet, or desktop.
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 and tips to help you achieve your personal and business goals.
Next Step Webinars
Join a financial wellness webinar where a knowledgeable Regions associate will walk you through easy-to-understand courses covering key financial topics.
Check out the posts below from featured guest bloggers to get actionable, real-life advice about the topics that are most important to you.
- How to Set Your Family Up for Financial Success from Allison Baggerly, Inspired Budget
- How to Build Wealth in Your 30s with 5 Money Habits from Bobby Hoyt, The Millennial Money Man
- 12 Ways to Help Kids Form Good Financial Habits from Jessica Turner, The Mom Creative
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.
- Financial Wellness Assessment
- Daily Spending Tracker
- Financial Goals Worksheet
- Personal Spending Plan Worksheet
- Personal Document and Account Organizer
- 52-Week Savings Challenge
- Regions Identity Theft Kit
- Proof of Attendance Certificate
- My Back-to-School Spending Plan Worksheet
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.
Navigating Home Ownership
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.
Build 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.
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.
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.
Boost Your Money IQ with Financial Tips 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.
Holiday Hacks
Focus more time on celebrating with loved ones and less time worrying about your finances this holiday season with spending and saving hacks from Regions Next Step.
Navigating Medical Hardship
Resources to help you prepare for the unexpected and manage finances when medical hardships arise.