Jennifer Harvey - Rethink Wealth / Financial Clarity & Confidence

06/15/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

06/12/2026

Gig work gives you more freedom, plus you’re your own boss, but it can also make you feel less financially secure. Here’s how to enjoy the benefits while also protecting your financial stability.

Tips to help you enjoy the freedoms that gig work provides while also helping protect your financial stability

06/10/2026

06/10/2026

I just wrapped up Guardian’s Leadership Foundations program in Frisco, TX alongside an incredible group of rising Managing Associates and Managing Directors.

One of the most valuable aspects of the experience wasn’t sitting through presentations—it was practicing leadership in real time.

We spent time role-playing coaching conversations, handling objections, developing talent, and learning how to better support new advisors as they build their careers. Leadership isn’t a title. It’s a skill set that must be developed intentionally through repetition, feedback, and a willingness to be uncomfortable while learning.

A few reminders I took away:

• Great leaders develop people, not just production.
• Coaching is more about listening than telling.
• Feedback delivered with care can accelerate growth.
• The best organizations invest in leadership before it’s needed.

I’m grateful for the opportunity to learn from experienced leaders, collaborate with peers from across the country, and bring new ideas back to my team at Rethink Wealth.

The future of our profession depends on developing the next generation of advisors—and I’m excited to play a role in that mission.

06/10/2026

Every parent wants to give their kids the best start in life. These 5 savings tips can help make a difference

06/08/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

06/05/2026

It’s not always easy to talk about money in a relationship. Check out these tips to help you start having open and honest conversations about your finances.

Not talking about money can cause serious problems in a relationship. With the right tools, you can overcome the money taboo

06/03/2026

Most women are not overwhelmed because they’re irresponsible.

They’re overwhelmed because they’re carrying too much information, too many decisions, and too many disconnected pieces — all at the same time.

Retirement accounts.
Old 401(k)s.
Insurance.
Cash flow.
Debt.
Savings.
Goals.
“Things I know I need to deal with eventually…”

It’s exhausting mentally before it’s ever mathematical.

That’s why I love the Financial Health Analysis.

It helps bring your financial life into one clear picture so you can:
✔ see what’s working
✔ identify gaps
✔ organize what matters most
✔ and begin creating clarity instead of carrying mental clutter

This isn’t about judgment.
It’s about understanding your full picture in a calmer, more grounded way.

And you do NOT need to attend the webinar to complete it.

You can start here anytime:
[https://www.livingbalancesheet.com/lbsVision/lite/jharveygoodlife](https://www.livingbalancesheet.com/lbsVision/lite/jharveygoodlife)

Jennifer Harvey
Rethink Wealth



Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 POST OAK BLVD, SUITE 1150, HOUSTON TX, 77056, 281-2202700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4037615. 8947464.1 Exp. 6/28

06/03/2026

People make sure to have insurance to protect their homes, cars, and other physical assets in case of an emergency. But do you have protection for your future income? What would happen if you got sick or injured and had to stop working? This is where

Help protect your income with disability insurance if illness or injury keeps you from working.

06/01/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?