Gail O'Neill, Independent Financial Advisor

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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...

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

What's My 2026 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Start building your child's financial future today with these key points to know about Roth IRAs.

Roth IRA for Kids Learn about the benefits and requirements of opening a Roth IRA for kids.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

A Path to Serenity and Smart Money Choices An article about meditation, mindfulness, and financial well-being.

Test your estate strategy knowledge with this short quiz.

Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Buying vs. Leasing a Car Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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.

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?