The Tidewater Planning Group at Morgan Stanley

06/04/2026

Vacation should be a break—not the moment your digital guard drops.

A simple travel habit that can reduce risk: bring fewer devices. The more you carry, the more you have to track, secure, and potentially replace if something goes wrong.

Before you leave, take a few minutes to update your operating system and apps, turn on device lock (passcode + biometrics), and disable auto-connect for Wi‑Fi and Bluetooth. While you're traveling, skip public USB charging stations and avoid unsecured public Wi‑Fi for anything sensitive.

Small steps, but they can help keep your trip focused on the memories—not the recovery.

morganstanley.com

06/02/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/a3CXdP

05/28/2026

What if "healthy aging" isn't just about adding years—but about protecting the quality of the years you're working so hard to build?

National Senior Health & Fitness Day (May 28) is a good reminder that longevity planning can include physical, mental, and social well-being—alongside the financial choices that support flexibility over time.

morganstanley.com

05/26/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/a2sH3Y

05/23/2026

On Monday, our team is pausing to honor the service members who gave their lives in service to our country, and to recognize the families and loved ones who continue to carry that loss forward.

Our office will be closed in observance.

05/21/2026

What happens when your watch, ring, or at-home test starts influencing what you buy—and when?

This Thoughts on the Market episode looks at how personal biometrics could reshape consumer behavior and create ripple effects across multiple industries.

🎧 Listen:

morganstanley.com

05/19/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/Rmuae https://livesocial.seismic.com/afsNVj

05/14/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

05/12/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

05/08/2026

To all the moms, stepmoms, grandmothers, and mother-figures in our community—Happy Mother's Day! From all of us at The Tidewater Planning Group, we're wishing you a day filled with appreciation, time with the people you love, and a well-deserved moment to recharge.