Lim Financial Group

10/16/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

10/15/2026

Is your retirement portfolio subject to “sequence of returns” danger?

10/14/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

10/13/2026

Business owners should consider a succession plan sooner rather than later.

10/09/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

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.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets 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. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/08/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

10/07/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

10/06/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

10/05/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.