Montgomery Business Journal

Content Expert: Business

A survey by Regions Bank Next Step, the bank’s free financial education program, recently found an overwhelming majority of business owners and C-suite executives are focused on investments that drive growth opportunities in 2022 and beyond.

Jennifer Luster

Content Expert: Wealth Management

Not long ago, you might not have considered data or analytics to be crucial to success. But in this digital age, the power of technology is essential. The field of data analytics is increasingly important for gaining a competitive edge, and the applications are almost endless. Not only can analytics help companies reduce guesswork by making data-driven decisions — and saving money in the process — robust analytics can also help inform long- and short-term strategies.

Draper Stanford

Content Expert: Wealth Management

Many people underestimate their chances of experiencing an illness or injury that would prevent them from working. In fact, more than one in four of today’s 20-year-olds will become disabled before reaching retirement age, according to the Social Security Administration. If you have a family to support, the loss of a paycheck can be devastating, especially in a single-income home. Thankfully, there are different types of insurance that can provide financial security — and peace of mind — if you are unable

Anne Dalton, Vice President, Trust Advisor, Regions Bank

Content Expert: Wealth Management

It’s one of the most difficult times we face. The loss of a loved one. Their memory and their legacy live on. But their loss leaves a void that is felt deeply by many people.

George Smith

Content Expert - Wealth Management

Expertise and answers to common business questions from locals in the know. Is it important to review my estate plan?

Henry Moore

Money Matters: Wealth Management Industry Overview

When it comes to wealth management, money matters, but the “management” half of the phrase is equally important and relies on relationships.

Jennifer Stewart Kornegay

Content Expert: Wealth Management

Persisting in Turbulent Markets

Anne Ferrell Dalton

Content Expert - Wealth Management

Women and Finances: The Three Ps

Anne Ferrell Dalton

Content Expert: Wealth Management

While it’s never too early to start thinking about retirement, the most important planning for your transition into retirement should start at least five to 10 years in advance. Early planning gives you time to catch up—or adjust your retirement date—if your savings and investment strategy is inadequate. It also al-lows you to start investing in different types of accounts—taxable, tax-free and tax-deferred—that will give you more flexibility in retirement.