Ken Brown BFA, Financial Advisor at Osaic

09/08/2026

A will can spell out who gets what. But a meaningful legacy often involves much bigger conversations.

How do you want your wealth to impact the next generation? What values do you hope to pass along with it? Are your children prepared for the responsibilities that may come with an inheritance?

For families with significant wealth, legacy planning is about more than documents and dollar amounts. It’s an opportunity to talk openly about intentions, expectations, philanthropy, family dynamics, and what you ultimately want your wealth to accomplish.

Legacy planning is about more than transferring wealth. Learn how family conversations about values, inheritance, caregiving, and responsibility can help prepare future generations for what comes next.

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.

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09/07/2026

Here’s to the unofficial end of summer! ☀️

This Labor Day, we hope you’re able to step away from the to-do list, spend time with the people you enjoy, and make the most of the long weekend.

09/01/2026

Retirement may still be 10 years away, but financially, this can be one of the most important decades of your plan.

This is when questions start shifting from “Am I saving enough?” to “How will all of these pieces actually work together?”

Taxes, Social Security, healthcare, investment strategy, retirement income, and even where and how you want to live can all start influencing the decisions you make today.

The good news? A decade gives you time to be thoughtful—and potentially make adjustments before your retirement date is right around the corner.

08/27/2026

Many families spend years creating wealth—but very little time talking about what that wealth is meant to accomplish.

While a will is an essential part of an estate plan, it's only one piece of the legacy puzzle. Some of the most meaningful planning happens through conversations about family values, preparing the next generation, and creating clarity around future decisions.

Those discussions can help reduce misunderstandings, strengthen family relationships, and ensure your wealth reflects what matters most to you.

Here's why legacy planning goes beyond legal documents: https://www.weinbergfinancial.com/blog/beyond-the-will-the-legacy-planning-conversations-wealthy-families-often-a

08/26/2026

Between work, school schedules, appointments, activities, errands, and everything else that somehow lands on the family calendar, “free time” can start to feel like a mythical concept.

But creating a little more breathing room doesn’t necessarily require completely reorganizing your life. Sometimes it comes down to being more intentional about where your time goes and deciding what really deserves a spot on the schedule.

This Fast Company article shares three simple ideas working parents can use to reclaim some of their time and make busy weeks feel a little more manageable:

If you suddenly had two extra hours in your week, how would you spend them?

Full-time employment and modern parenthood both seem to require more hours than you’re allotted in a day. Here’s how to make it work—without shortchanging your boss or your toddler.

08/19/2026

Taxes aren’t always the first thing that comes to mind when we talk about building long-term wealth, but over time, they can have a bigger impact than you might realize.

Every dollar paid in taxes today is a dollar that’s no longer invested and compounding for the future. And when you consider that effect over years or even decades, tax efficiency can become an important part of your overall financial strategy.

That doesn’t mean making investment decisions based on taxes alone. It means looking at the bigger picture and considering how your investments, income, retirement accounts, charitable giving, and estate plan can work together more efficiently.

Learn how taxes can quietly reduce long-term wealth and why tax-efficient investing and thoughtful planning can help you keep more of what you earn.

08/18/2026

For decades, the financial goal may have felt pretty straightforward: work, save, invest, repeat.

Then retirement gets closer—and suddenly the questions change.

How much can you comfortably spend? Where should your income come from? How will taxes change? What will healthcare cost? And perhaps most importantly, what do you actually want your days to look like?

The decade before retirement is a chance to start shifting from accumulating wealth to creating a plan for how you’ll use it.

Explore why the decade before retirement is more than hitting a savings number and how coordinating taxes, income, healthcare, investments, and lifestyle can set you up for a strong “actually retired.”

08/13/2026

Your investments are important—but they're only one piece of the puzzle.

True financial planning looks at the bigger picture. It connects your investments with your taxes, retirement income, estate planning, insurance, and the goals you have for yourself and your family.

When those pieces work together, you're better positioned to make educated financial decisions today while preparing for whatever tomorrow brings.

Whether you're planning for retirement, navigating a business transition, supporting multiple generations, or thinking about the legacy you'll leave, having a coordinated financial plan can make all the difference.

Learn more about our comprehensive financial planning process:
👉 https://www.weinbergfinancial.com/financial-planning

08/12/2026

💰 It's not just what you earn or invest that matters. It's what you keep.

When most people think about growing their wealth, they focus on investment returns. But over time, taxes can slowly chip away at your portfolio, reducing not only what you owe today but also what your money has the opportunity to earn in the future.

The good news? Thoughtful tax planning can be an important part of preserving and growing long-term wealth.

Learn how taxes can quietly reduce long-term wealth and why tax-efficient investing and thoughtful planning can help you keep more of what you earn.