Corey Norman, CFP

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

Building Your Legacy A four-step framework for building a personal legacy.

There are benefits and limitations when using a living trust.

A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Even if you’re young and single, you should still consider protecting yourself with insurance.

Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

If you thought that payouts from life insurance are tax-free in all cases, think again.

When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.

Use your car for business? Make sure you're on the same page as your insurance carrier.

When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

Insuring Your Business Against Cyber Liability 90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

Errors and Omissions Insurance E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.