ProMark Planners

10/16/2026

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

10/14/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

10/12/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

10/09/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

10/08/2026

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

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.

10/05/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

10/02/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

09/30/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

09/28/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here: