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When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

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

When was the last time you updated your will?

Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Preserving wealth is about more than protecting dollars; it’s about creating habits that allow your resources to endure and serve a purpose. These six practices can support you in preserving and extending your wealth across generations.

6 Habits to Help Preserve and Encourage Generational Wealth Six essential financial habits to protect wealth and create a legacy that lasts for generations.

Worried that inflation may rise in the years ahead? You’re not alone.

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Why are they made again and again? This piece helps make sense of these errors in judgment.

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Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Qualifying For Medicare Under Age 65 You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

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Have a kid heading off to college? Here are a few tips.

A Cheat Sheet for Sending Your Kid to College Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

With increasing wealth comes unique financial challenges.

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