09/07/2026
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
09/04/2026
Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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
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...
09/02/2026
The key to healthcare in retirement might be a patchwork of different choices.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
08/31/2026
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
08/28/2026
Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
08/26/2026
Buying a home may be your largest financial commitment. Which loan is best for your situation?
Just a moment...
08/24/2026
As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
08/21/2026
The question everyone has: Will Social Security be around for you? Read this.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
08/19/2026
Preparation can sometimes be all you need to make the impossible, possible.
Just a moment...