Ross Meitin, CFP

10/09/2026

Take an inside look into Simplified Employee Pension plans.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

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

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

10/05/2026

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.

An article about meditation, mindfulness, and financial well-being.

10/02/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

09/30/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

09/28/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

09/25/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

09/23/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

09/21/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.