Tom Carson, AWMA - LPL Financial Advisor, Waddell & Reed

10/09/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

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.

10/07/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

10/05/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

10/02/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

09/30/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

09/28/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

09/25/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

09/23/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

09/21/2026

Your credit score may impact what you pay for auto and home insurance.