WealthPartners

09/07/2026

We hope you have a chance to pause, recharge, and enjoy quality time with friends and family.

09/07/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

09/04/2026

Women often face retirement-planning factors that can make the road longer, including longevity, career breaks, caregiving responsibilities, and income-planning decisions.

This video highlights why a retirement strategy should be built with those realities in mind.

Watch the video for a quick look at planning considerations women may want to keep on their radar: https://www.wealth-partners.com/resource-center/retirement/the-long-run-women-and-retirement?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

09/04/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

09/04/2026

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

09/02/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

09/02/2026

Long-term care costs can vary widely depending on the type of care, where it is provided, and how long support is needed.

This calculator can help you estimate potential future care costs and think through possible coverage gaps.

Run the numbers to get a clearer starting point for long-term care planning: https://www.wealth-partners.com/resource-center/insurance/long-term-care-needs-1?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

08/31/2026

A financial legacy is not only about what gets passed down. It is also about what the next generation understands.

Education, communication, family structure, shared values, and clear expectations can all help prepare heirs for future responsibility.

We can help you explore how family conversations and financial education can become part of plans for a financially informed legacy. https://www.wealth-partners.com/?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

08/31/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

08/28/2026

Deciding when to take Social Security is not just about choosing the earliest possible date or the highest benefit amount.

Your income needs, health, spouse or survivor considerations, work plans, taxes, and retirement timeline can all shape the decision.

This article explores key factors to evaluate before you claim: https://www.wealth-partners.com/resource-center/retirement/deciding-when-to-take-social-security?utm_source=SA&utm_medium=Social&utm_campaign=SAAS