Gornitzky Sage Wealth Management

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

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

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Life Insurance Myths: Debunked Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

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

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Estimate Your RMD Calculate your required minimum distribution amount based on your account balance and age.

What’s the difference between a General Obligation bond and a Revenue bond?

All Muni Bonds Are Not Created Equal Gaining a better understanding of municipal bonds makes more sense than ever.

Could your portfolio benefit from a zero-coupon bond?

The ABCs of Zero Coupon Bonds Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

The Threat of Identity Theft An article informing readers about the threats of Identity Theft.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Retirement Strategy After a Job Loss Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Key Money Moments: 4 Times You Should Talk to a Pro Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.