Articles by Jena Regan

Safeguarding Against Financial Scams

By |2024-05-17T14:20:15-07:00May 17th, 2024|

Beyond awareness of what types of scams are out there, it’s important to recognize why they succeed, and acknowledge the pitfalls of some common reactions should they happen to you or a loved one.

Navigating Finances, Together

By |2024-03-15T14:49:09-07:00March 15th, 2024|

Whether couples combine their finances, keep them separate, or use some combination of both depends on their individual preferences, values, and circumstances. Whatever path they choose, having a full picture makes it easier to engage with major financial decisions.

Getting Ahead of Year-End Planning

By |2023-10-27T14:11:52-07:00October 27th, 2023|

As the holiday season shifts into full swing, now is a good time to begin looking at your upcoming expenses ahead of end-of-year financial planning, along with fine-tuning your annual budget as you prepare for the coming new year.

Moving House

By |2023-03-17T14:39:15-07:00March 3rd, 2023|

There will always be unknowns when embarking on a big move to a new state or country, but it will be smoother – and more exciting – when you take the time to plan in advance.

Intentional Spending

By |2022-09-23T15:56:51-07:00September 23rd, 2022|

Instead of limiting ourselves with a budget, let’s express ourselves with a spending plan. When you have a spending plan aligned with your values, it’s easier to give yourself permission to enjoy the spending and invest in living.

The Power of Being Known

By |2022-09-23T15:52:57-07:00August 26th, 2022|

A client-advisor relationship can be much broader and richer than retirement calculations and investment strategies. Allowing an advisor to truly know you increases your trust and effectiveness in financial decision-making.

Mindful Finance

By |2022-09-23T15:53:26-07:00July 29th, 2022|

Periodically taking time to review your financial situation can alleviate stress and give you a sense of control.

Being a Money Person

By |2022-07-20T16:06:41-07:00March 25th, 2022|

We are all money people, each with a unique money story. Understanding your story is critical to effectively engaging with financial decision-making.

Mindful Finance

By |2022-08-26T14:44:21-07:00August 19th, 2020|

Periodically taking time to review your financial situation can alleviate stress and give you a sense of control.

The Great Balancing Act

By |2022-02-02T13:16:58-08:00June 23rd, 2020|

With distance learning in place, and vacation plans uncertain, working parents are now balancing their responsibilities with expanded roles in their kids’ education and activities.