Clint Muirhead, CFP NSSA CSSCS

10/14/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

10/12/2026

For people with portfolios that generate considerable dividend and interest income, managing those distributions could reduce your tax liabilities. A few tax-efficient moves can make a big difference.

Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.

10/09/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

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

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

10/05/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

10/02/2026

Tracking cash flow provides a clear view of your finances, highlighting tax-advantaged opportunities and enabling you to make informed decisions. Explore how cash flow management can help you stay on track and create tax savings.

Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.

09/30/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

09/28/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

09/25/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?