Jennifer Harvey - Rethink Wealth / Financial Clarity & Confidence

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Jennifer Harvey - Rethink Wealth / Financial Clarity & Confidence Helping professionals, business owners & pre-retirees gain financial clarity, protect wealth & design confident long-term plans.

I’m Jennifer Harvey, Financial Advisor & Managing Associate with Rethink Wealth. I guide professionals, executives, business owners, and pre-retirees through confident financial planning — with clarity, protection, and tailored strategies for long-term wealth, retirement readiness, and legacy planning. At Rethink Wealth, we combine thorough planning with thoughtful communication so you understand your options and feel confident about your financial path.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
11/02/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzhe...
10/30/2026

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzheimer’s strikes, would you be ready financially? Let’s find out together. Reducing the risk of dementia

Things you can do to reduce the risk of dementia

Starting a business comes with both advantages and challenges so important to consider the pros and cons before taking t...
10/28/2026

Starting a business comes with both advantages and challenges so important to consider the pros and cons before taking the leap into self-employment.

Consider the pros and cons of starting a business before taking the leap into self-employment.

Preparation can sometimes be all you need to make the impossible, possible.
10/26/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Insurance isn’t fun to think about, but it can help protect you and give you confidence, so you can focus on the importa...
10/23/2026

Insurance isn’t fun to think about, but it can help protect you and give you confidence, so you can focus on the important things in life.

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
10/21/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Tips you can use to help pay off your student loan debt
10/19/2026

Tips you can use to help pay off your student loan debt

Student debt can take a toll on your wallet and your well-being. Here are tips to pay if off faster.

Retirement is a goal for many people, but preparing for it takes work. Keep these nine things in mind as you think about...
10/16/2026

Retirement is a goal for many people, but preparing for it takes work. Keep these nine things in mind as you think about your retirement and what you want it to look like

Retirement offers the promise of relaxation, but it can deliver challenges to physical, mental, and financial health

Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.
10/14/2026

Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
10/12/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

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