Worby Wealth Management

06/10/2026

The Emergency Fund Question

Here's something we hear often: "I know I should have an emergency fund, but I'm not sure how much is actually enough."

A common starting point is three to six months of living expenses set aside in a liquid account. But the right number depends on your situation — your income stability, your fixed costs, whether you're supporting a family.

Getting clear on this one piece of your financial picture can make everything else feel more manageable. Reach out if you'd like to talk it through.

Helping Make Your Financial Dreams Come True
https://worbywealth.com

06/01/2026

Mid-Year Financial Check-In

We're halfway through 2025. How are your finances tracking?June is a great time to pause and ask a few simple questions: Are you on pace with your savings goals? Has anything changed in your life this year? A new job, a growing family, a home purchase on the horizon?A mid-year check-in with your advisor doesn't have to be complicated. It's just a conversation to make sure your plan still fits your life. I'm always happy to have that conversation.

Helping Make Your Financial Dreams Come True
https://worbywealth.com

05/27/2026

Whats Your Personal Plan??

Personal planning refers to investment management and financial planning for individual investors. Our team has access to a broad range of investment solutions aligned to your specific financial goals, and for each stage of your life’s journey.

Helping Make Your Financial Dreams Come True
https://worbywealth.com

05/20/2026

One of the most neglected elements of financial planning is proper and in-depth estate planning

Some estates can take years to settle, but if they are set up well, all financial assets should be settled within weeks. Learn more: https://worbywealth.com/estate-planning/

Helping Make Your Financial Dreams Come True
https://worbywealth.com

05/18/2026

Happy Victoria Day from all of us at Worby Wealth.

Whether you're at the lake, firing up the grill, or finally getting to those home and yard projects you've been putting off , we hope you get to enjoy it fully.

The unofficial start of summer in Saskatchewan is worth celebrating. Soak it in.

Helping Make Your Financial Dreams Come True
https://worbywealth.com

05/13/2026

WHAT PHASE OF RETIREMENT ARE YOU AT??

Let’s face it, we all want to stop working at some point.

Or, if not stop, at least work where and how we want to work, not how someone else wants us to. Most households are in one of three phases of retirement-
CLICK here to learn more: https://worbywealth.com/retirement/

Helping Make Your Financial Dreams Come True
https://worbywealth.com

05/10/2026

To all the mothers in our community, Happy Mother's Day.

The work you do every day, whether it's seen or not, shapes everything. You plan ahead, you sacrifice quietly, and you invest in people long before any return is guaranteed. In a lot of ways, that's not so different from what we talk about in financial planning: patience, consistency, and keeping the big picture in mind even when things are hard.

Today, we celebrate the women who model that every single day.

From our family at Worby Wealth, we hope you feel appreciated and celebrated today and always.

Helping Make Your Financial Dreams Come True
https://worbywealth.com

05/04/2026

Ethical Investing vs ESGs – what is the difference?

Ethical investing and Environmental, Social, and Governance (ESG) investing are two investing approaches that consider non-financial factors when making investment decisions. While they share some similarities, there are distinct differences between the two concepts:

Learn more: https://worbywealth.com/the-difference-between-ethical-investments-and-esgs

Helping Make Your Financial Dreams Come True
https://worbywealth.com

Work with a Regina Wealth Management Advisor who understands the Difference Between Ethical Investments and ESG's

04/29/2026

We love answering our clients’ Financial planning questions.

To provide answers to frequently asked financial questions about money, and other life issues, we have assembled a large quantity of online financial resources. See Them Here: https://worbywealth.com/resources/

Helping Make Your Financial Dreams Come True
https://worbywealth.com

04/22/2026

A well thought out Estate Plan is vital to protecting your wealth & transitioning it.

The plan needs to align with your entire financial picture so your assets aren’t distributed in a manner you didn’t want when you pass away. Learn more: https://worbywealth.com/estate-planning/

Helping Make Your Financial Dreams Come True
https://worbywealth.com