CTA Wealth Advisors, Inc.

10/09/2026

As your retirement runway shortens, thoughtful giving starts with a plan. Use these tips to figure out how to live generously without derailing your retirement.

Generosity and retirement both matter. Here's how to support the people you love without losing sight of your own goals.

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

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

10/02/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

09/25/2026

Markets change. Priorities shift. The most effective strategies aren’t built on predictions—they’re built to adapt.
Here’s how flexibility plays a role in defending long-term wealth.

Help protect what your wealth can do now and across generations.

09/18/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

09/11/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

09/07/2026

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.

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

09/04/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

08/28/2026

Three steps may make a difference if you find yourself suddenly single.

08/21/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.