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โš ๏ธ Money is one of the most consistently cited sources of stress in America.For caregivers, that weight often increases!...
10/10/2026

โš ๏ธ Money is one of the most consistently cited sources of stress in America.

For caregivers, that weight often increases! ๐Ÿ˜ฎ

Having a clearer picture of where things stand can help ease some of the uncertainty that makes financial stress feel heaviest in the first place.

There's no clean solution to money stress.

Most of it is caused by the unknown. The uncertainty.

World Mental Health Day recognizes just how deeply finances can impact our well-being (and vice versa).

If financial stress has been sitting in the background of your life this year, a conversation with a professional can go a long way, be it a mental health professional or a financial professional. Pursuing comfort, understanding, and compassion is a team sport.

Breast Cancer Awareness Month is an opportunity to prioritize health.Early detection through regular screenings is one o...
10/09/2026

Breast Cancer Awareness Month is an opportunity to prioritize health.

Early detection through regular screenings is one of the most effective tools we have in the fight against breast cancer.

Here are a few small things we can do this October:

โœ… Schedule your annual screening if you haven't yet

โœ… Educate yourself and others on risk factors and preventative lifestyle habits

โœ… Support research and organizations dedicated to advancing breast cancer prevention and care

Taking charge of your health today makes all the difference for tomorrow. ๐ŸŽ—๏ธ

Learn how insurance deductibles work, and how they can help you save money.
10/09/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

There's a reason so many women business owners half-joke that their real title is "everything."More women than ever are ...
10/07/2026

There's a reason so many women business owners half-joke that their real title is "everything."

More women than ever are starting and running businesses, and they're doing it at a faster clip than the market overall.

Census data show women now own more than 14 million businesses nationwide, a number that's grown 26 percent since 2012, compared with 19 percent growth for businesses as a whole.

A lot of that growth is happening online, where women-owned businesses tend to be more digitally integrated than those owned by men.

It also means millions of women are managing key decisions from scratch:

๐Ÿ’ผ How income gets paid (salary, distributions, or owner draws) and what that means at budget time

๐Ÿ’ผ Which retirement vehicle fits, and how much room there is to contribute

๐Ÿ’ผ How healthcare, disability, and other insurance get sourced without an employer default

๐Ÿ’ผ How the business gets valued, and what a sale or transition would actually look like

๐Ÿ’ผ How personal finances stay untangled from the business's finances

Wearing a tall stack of hats doesn't make entrepreneurship harder than it's worth. Plenty of women running these businesses would say the trade-offs are part of the deal. But it does mean the hats keep stacking up, one on top of the other.

This month is a good time to tip our own hats to the women doing it all at once.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
10/07/2026

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

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Cyber criminals pay extra attention to accounts tied to money.A 2026 FBI study found that over 12,400 of those victims l...
10/05/2026

Cyber criminals pay extra attention to accounts tied to money.

A 2026 FBI study found that over 12,400 of those victims lost more than $100,000 each, and the average reported loss across elder fraud victims that year was $38,500. Here are a few habits to fine-tune your digital security this month:

๐Ÿ” Turn on multi-factor authentication everywhere it's offered. Yes, it's annoying, but according to a 2026 CISA report, using it makes an account roughly 99 percent less likely to be broken into. It only takes a minute to set up.

๐Ÿ” Give every account its own password. Reusing one password means one leaked login unlocks everything else. A password manager handles this without requiring you to remember dozens of them.

๐Ÿ” When you go to the dentist, put a reminder on your calendar to also change your passwords. Changing passwords often makes your accounts just that much harder to reach.

๐Ÿ” Pause before clicking. Phishing remains the most commonly reported cybercrime in the country, more than any other category the FBI tracks.

๐Ÿ” Check statements regularly, and turn on account alerts. Catching something small and wrong early is a lot easier to unwind than catching something large and wrong months later.

๐Ÿ” Consider freezing your credit if you're not actively applying for new credit or loans. This takes 15 minutes, one time.

None of this requires becoming a security expert. Pick the one or two that you've been putting off, and do it this week.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
10/05/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

What's one financial decision you've made that helped you feel more prepared for your future?For many of the people we w...
10/02/2026

What's one financial decision you've made that helped you feel more prepared for your future?

For many of the people we work with, it's not a single investment or product; it's taking the time to create an overall strategy.

๐Ÿ—“๏ธ October is Financial Planning Monthโ€”which is all about how the pieces of your financial picture fit together to help pursue your financial goals.

It's about putting together a comprehensive approach that manages your investments and retirement, provides for your loved onesโ€”all while staying flexible enough to adjust as things change.

๐Ÿ’ก If you've been meaning to update your strategy or to create one for the first time, it's never too late to start.

10/02/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

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