Jensen, Marks, Langer & Vance LLC,

When Should You Claim Social Security? Let's Map Your Strategy

Your Social Security Roadmap Help clients navigate their Social Security claiming decisions with our interactive roadmap.

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Retirement Redefined Around the country, attitudes about retirement are shifting.

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 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Just entering retirement? Here's what you need to know.

9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Perception vs. Reality Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Here are 5 facts about Social Security you absolutely need to know.

Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind.

Stay ahead this year with this handy Personal Finance Calendar.

Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates.

There are thousands of Exchange Traded Funds available. Should you invest in them?

Should You Invest in Exchange Traded Funds? There are thousands of ETFs available. Should you invest in them?

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

What Will You Do With Your Bonus or Windfall? This article examines one's options when receiving a work bonus or other financial windfalls.

Social Security: Retirement's main source of income or monthly bonus? You decide.

Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees.