Pre-Emptive Financial Services

09/07/2026

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.

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

09/07/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

09/04/2026

Are you looking for a balance? Find yours, starting with this video.

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09/02/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

08/31/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

08/28/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

08/26/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

08/24/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

08/21/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

08/19/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.