My Financial Gal

10/16/2026

Find out whether you are insurable before implementing a strategy using life insurance.

10/14/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

10/12/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

10/09/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

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.

10/07/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

10/05/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

10/04/2026

It is important to have a will or a trust. We can help you with that.

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

10/02/2026

Your financial future is calling. Develop a strategy for your investments today.

09/30/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?