Wealth Reimagined Group

10/16/2026

10/14/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

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

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

10/05/2026

Credit cards get a lot of attention in conversations about identity theft.

They’re not the whole story.

Someone could use stolen personal information to file a tax return, claim a refund, get employment, use health insurance, receive medical care, or fill prescriptions.

That’s why tax records, medical documents, insurance cards, Medicare information, and Social Security numbers deserve the same care as bank and credit card details.

A few everyday moves can help lower risk:
Keep sensitive documents in a safe place.
Shred paperwork you no longer need.
Be careful with unexpected calls, emails, or texts asking for personal information.
Review medical bills and Explanation of Benefits statements for care you didn’t receive.

Identity theft can show up in more than one part of life. Knowing that makes it easier to watch the right places.



Sources
FTC Consumer Advice, 2026
FTC Consumer Advice, 2026

10/02/2026

Credit freezes and fraud alerts can both make it harder for someone to open new credit accounts in your name.

But they don’t work the same way.

A credit freeze limits access to your credit report. While it’s in place, no one can open a new credit account in your name, including you, unless you lift the freeze.

A fraud alert tells businesses to check with you before opening a new credit account in your name. There are different types, including initial fraud alerts, extended fraud alerts, and active-duty fraud alerts for service members.

The setup is different, too. To place a credit freeze, you contact all three credit bureaus. For an initial fraud alert, you only contact one bureau, and that bureau must tell the other two.

Both are free. Both can be useful. And both are worth understanding before something feels urgent.



Source
FTC Consumer Advice, 2026