09/07/2026
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
09/04/2026
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
09/04/2026
Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.
Monthly Market Insights | September 2026
Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...
09/02/2026
How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
08/31/2026
Concerned about identity theft? Some things to leave at home.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
08/28/2026
Some diets lighten nothing but your wallet. Here’s a few to avoid.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
08/26/2026
For a small business, the loss of a key person could cause financial hardship.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
08/24/2026
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
Just a moment...
08/21/2026
Learn more about whether you need to pay estimated taxes.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
08/19/2026
Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.