Crescent City Retirement Group, LLC

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

Ways to Supplement Your Medicare Coverage There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

This piece presents an overview of fundamental steps to consider when a loved one passes.

A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.

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...

As complex as the details of taxes can be, the income tax process is fairly straightforward.

How Income Taxes Work A quick look at how federal income taxes work.

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Consider a bucket plan to go with your bucket list.

A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement.