This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.
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Do you have a financial planning professional advisor who you can go to and ask any question. Financial planning is not just about investing. It's about your needs and wants and how to get there. Its also about protecting what you care about. It's smart tax planning if you need it. It's retiring without the fear of running out of money. It's strategies for protecting your wealth from litigation. I
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...
09/01/2026
How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.
Assess Your Life Insurance Needs Estimate how much life insurance coverage may be appropriate for your situation.
Do you know the difference between a global mutual fund and an international mutual fund?
08/18/2026
Before retiring early, take a look at the cold, hard facts.
How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do your kids have the right stuff for college?
08/07/2026
Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?
Monthly Market Insights | August 2026 Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....
08/04/2026
An ILIT could play a role in your estate strategy.
A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.
07/21/2026
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.
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