JD's Tax-Smart Wealth Management

Many have heard they should avoid probate; do you understand what probate is and how it works?

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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

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Support a healthy relationship around money and learn strategies for managing your finances effectively as a couple.

How to Effectively Budget as a Couple Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

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Full retirement age (FRA) determines when you can receive full Social Security benefits. For most people nearing retirement, FRA is between 66 and 67, depending on your birth year.

Understanding Social Security: 5 Common Myths Explained Have questions about Social Security? Explore five common myths to better understand your benefits and options.

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.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

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A strong retirement plan isn’t just about the number on a statement. It’s about what that money can support, both now and years from now.

Here’s a closer look at why helping protect purchasing power and planning for volatility matters as retirement

How to Keep Your Retirement Savings Working for You Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Silver Sneakers 101 Medicare’s popular program, offering free gym membership and health education.