Articles by Jena Regan

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.