Sequoia Advisory Group with United Planners

06/15/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

06/12/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

06/10/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

06/08/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

06/05/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

06/05/2026

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.

06/03/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

06/01/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

05/29/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

05/27/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.