Wealth Legacy Advisors

There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

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

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

What Is the Dividend Yield? Calculate the dividend yield of a holding and see what that means for income over time.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

Why Do Renters Have to Save More? How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

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What steps might help you sustain and grow your retirement savings? This piece explores them.

Managing the Risk of Outliving Your Money Steps to help you sustain and grow your retirement savings.

The beans brewed for your morning coffee may have changed hands many times.

The Economic Journey of Your Morning Coffee Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

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Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

The A, B, C, & D of Medicare Learn about all the parts of Medicare with this informative and enjoyable article.