Diversified Wealth Management Solutions

College, kids and costs.

Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education.

Learn the ins and outs of 529 plans before you or your student heads to college.

What Can You Buy With 529 Distributions? This article can be a helpful guide when beginning to prepare for education expenses.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Key Money Moments: 4 Times You Should Talk to a Pro Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

The A, B, C, & D of Medicare Learn about all the parts of Medicare with this informative and enjoyable article.

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.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?”

Can group and private disability policies work together?

Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.