Renaissance Financial

What can we say...we’ve got an expert for everything 🤷

Joining a board is not just about giving back. It can also be a powerful way to grow your perspective and expand your network.

“If you’re looking at a great way to build your network and get involved, joining a board can be a great way to do that.”

Jason Riney, CFP®, Financial Advisor (St. Louis), has seen firsthand how advisors and organizations benefit from this relationship. Advisors bring financial insight, long term thinking, and access to broader networks, while gaining deeper community connections and new opportunities to make an impact.

It is a two-way relationship that strengthens both the advisor and the organization. Learn more about Renaissance Financial at www.rfc.com.

It’s 5/29, a good day to revisit your 529. What happens if you have more saved in a 529 than you need for education?

Meet Matt Wells, Financial Advisor (Omaha). Recent updates are expanding how 529 plans can be used, including the ability to roll unused funds into a Roth IRA under certain conditions. This added flexibility creates new opportunities for long term and multi-generational planning.

With the right strategy, education savings can continue working well beyond the classroom.

If you have questions about how this could apply to your family, reach out to your Financial Advisor or visit www.rfc.com.

As Mental Health Awareness Month comes to a close, we’re ending the series with a reminder that growth isn’t about having all the answers. It’s about learning, asking questions, and giving yourself room to make mistakes.

“I would tell my younger self [...] it is okay to make mistakes. You live and you learn.”
– Chad Pinegar, Annuities Specialist (Omaha)

Thank you to our team members and advisors who shared their advice this month. If you’re interested in learning more about who we are and how we work together, you can find us here: www.rfc.com/about-us

We’re almost halfway through 2026! What have our RENew advisors accomplished this year, and what’s on the docket before 2027?

Interested in joining our team as a Financial Advisor? Learn more: www.rfc.com/financial-advisors

“Culture’s a word that gets thrown around, but nobody ever talked about it. You just felt it.”

Meet Chad Rutar, CFP®, ChFC®, CLU®, Financial Advisor (Omaha). After joining Renaissance Financial more than 20 years ago, Chad shares his delight to work at a firm rooted in collaboration, client-first thinking, and genuine relationships. From joint meetings to personalized service, he values a culture that keeps trust and human connection at the forefront.

Think a career as a Financial Advisor might be right for you? Visit www.rfc.com/careers to learn more.

Some of the best advice is simple, but hard to practice.
In our Mental Health Awareness Month series, Garett shares a reminder about staying curious and not being afraid to ask questions along the way.

“The advice I'd give to my younger self is to be naturally curious and ask a lot of questions.”
– Garett Vance, Financial Advisor (Kansas City)

More advice from our team members and advisors coming all month long. If you’re interested in learning more about who we are and how we work together, you can find us here: www.rfc.com/about-us

There’s always noise in the market. Our Investment Advisory team stays focused on the fundamentals.

Gary Orf, CFA®, Chief Investment Officer, and Thomas Wons, CFA®, Investment Strategy Specialist, share how research, diversification, and disciplined portfolio management guide investment decisions through changing market cycles. While only two team members are featured here, they represent a robust Investment Advisory team working behind the scenes every day to support advisors and their clients.

Learn more about our Investment Advisory team at www.rfc.com/investment-advisory