Financial & Insurance Consultants

06/23/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

06/18/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

06/16/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

06/11/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

06/09/2026

The 5 years before and after retirement can make or break your plan. Protect your portfolio before market volatility hits.

06/09/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/08/2026

Having $5M or $10M doesn’t automatically mean you’re set for life.

Without a strong retirement income plan, market volatility and inflation can still create risk.

It’s not just about how much you have, it’s about how your portfolio is structured.

06/05/2026

Will your money actually last through retirement?

Retirement planning isn’t one-size-fits-all. Your portfolio needs to be structured to handle market ups and downs while also keeping up with inflation.

Because the goal isn’t just to have money today it’s to maintain your purchasing power for the rest of your life.

06/04/2026

You spent years building your retirement savings, now it’s time to learn how to use it wisely.

Retirement isn’t just about how much you saved. It’s about creating income, managing taxes, and protecting the money you worked so hard to build.

Let’s map out the next chapter with a real distribution strategy.