09/08/2026
When was the last time you paid yourself first?
Pay Yourself First It sounds simple, but paying yourself first can really pay off.
Helping to Secure Your Financial Future. If you want to work the rest of your life, that is your business. If not, that is our business.
As your Financial Advisor, we take the time to understand what you want out of life and how you feel about your wealth. We will help guide you along your financial journey. By talking with you about your life and your goals, we can assess any changes that need to occur in your financial strategy. For qualifying clients, we can organize all of your personal and family financial information in one p
09/08/2026
When was the last time you paid yourself first?
Pay Yourself First It sounds simple, but paying yourself first can really pay off.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
09/04/2026
09/04/2026
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
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
09/01/2026
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
Prescription Drug Benefits Under Medicare (Part D) Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
08/30/2026
Why are they made again and again? This piece helps make sense of these errors in judgment.
Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgment.
08/27/2026
How will your investments weather the ups and downs of the business cycle?
The Business Cycle How will you weather the ups and downs of the business cycle?
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