Jonathan LaCroix - Sano

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Jonathan D LaCroix The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

How Can I Save a Million Dollars? See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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 Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

The market is as unpredictable as the weather. We’re here to help you prepare.

Forecast This short video helps explain why markets can be as unpredictable as the weather.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

Data Breach: Your Security To-Do List This article provides a checklist of steps to take if you experience a data breach.

The beans brewed for your morning coffee may have changed hands many times.

The Economic Journey of Your Morning Coffee Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

Inflation & Your Money It's important to understand how inflation is reported and how it can affect investments.

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.