The Regan Group at Morgan Stanley

01/13/2026

New year, new financial you. Discover five simple steps to help you stay on track toward your financial goals in 2026.

morganstanley.com

01/08/2026

Whether you're looking to optimize your wealth or establish a strong foundation for the future, my goal is to help you approach your finances with confidence and set the stage for a successful 2026. Join Morgan Stanley on January 12 for "Money Mindset Reset - The Power of Financial Planning" to help you clarify your financial priorities, identify spending patterns and explore strategies for managing income, expenses and savings. https://livesocial.seismic.com/aYMFHW

12/16/2025

May this holiday season be filled with joy and happiness for you and your loved ones. Wishing you a very Happy Holiday Season and a Happy New Year!

12/10/2025

As you approach year-end, consider how strategic tax planning can position you for success in 2026 and beyond. Here are three key questions we can explore together.

morganstanley.com

12/03/2025

The end of the year can be a good time to consider how you can support the people and causes you value. As you reconnect with loved ones for the holidays, consider these impactful ways to give.

morganstanley.com

11/27/2025

Happy Thanksgiving! Wishing everyone a wonderful day filled with warmth and good company.

11/24/2025

Already thinking about holiday shopping? As shoppers face economic uncertainties, many are turning to AI for smarter spending and leveraging Buy Now, Pay Later options for better budget management. This year, it's all about finding value and flexibility. Read more in the article below:

newsweek.com

11/21/2025

It's important to consider what-if scenarios during retirement, including prolonged medical costs. In recognition of Long-Term Care Awareness Month in November, discover strategies that may help offset those costs.

morganstanley.com

11/19/2025

AI is transforming every aspect of sports, from the competition and game play to the show and entertainment business. Learn more about how AI-powered tools are already being used in virtually all major sports disciplines.

itransition.com

10/30/2025

Discover the fulfilling world of philanthropy and social impact during our next Wealth Education for the Next Generation virtual event on Monday, November 3, 2025. This session will guide you in identifying causes that matter to you and explore ways to give back meaningfully, fostering a lifelong commitment to making a positive difference in society. Register here: https://livesocial.seismic.com/aTlA8h

10/28/2025

We spend hours a day online, with interactions that may not all be keeping your data secure. Learn best practices on staying cybersafe in these videos from Rachel Wilson, Morgan Stanley Wealth Management's Chief Data Officer and a former National Security Agency leader. https://livesocial.seismic.com/a26ZIp