Sewall Financial Group

Just entering retirement? Here's what you need to know.

9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you.

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

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Social Security Fairness Act's New Chapter Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

Retirement Seen Through Your Eyes What's your vision of retirement?

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Yours, Mine, and Ours: Estate Strategies for Second Marriages Second marriages are a trigger event to revisit any existing estate strategies.

How prepared are you for retirement?

The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.

When was the last time you updated your will?

Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Terrible or wonderful; Could a variable annuity be right for you?

Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

Six Surprising Facts About Retirement Confidence This attention-grabbing infographic covers retirement topics you may not have considered.

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.