Tim K Bennion CPA, LLC

10/16/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

10/14/2026

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.

10/12/2026

These 6 things might make your next return a prime target for an IRS audit.

10/09/2026

To help determine whether a charitable trust is a good-fit solution for you, consider your tax situation, giving goals, family situation, and overall financial picture.

10/09/2026

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

Thinking about a prepaid debit card? Consider the pros and cons.

10/05/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

10/02/2026

Retirement may change your perception of investment risk.

09/30/2026

Inflation isn’t loud. It slowly creeps in and chips away at progress.

For professionals building wealth, staying proactive matters more than ever. Flexible budgets, strong systems, and intentional planning can make a real difference.

09/28/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.