Goods Financial Services

10/18/2026

Is your investment portfolio aligned with your comfort level and long-term goals? The Risk Number can help provide insight into whether your portfolio matches YOUR expectations and what matters most to you.
Want to find out your Risk Number? Contact me today and schedule an appointment so we can discuss whether your investment strategy aligns with your goals and expectations.
Schedule your appointment here: https://calendly.com/goods-financial-services/lets_talk

10/16/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

10/16/2026

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

10/14/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

10/09/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

10/09/2026

Top 5 Things to Tell Your Financial Pro

Your goals, your dreams, and your concerns matter. A strong financial strategy starts with a strong conversation. If we haven’t had that conversation recently, now is a great time to connect and review your path forward.

Here are the top 5 things your team may want to hear.

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

If you live to 95, will your money?

If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.

Also, will the life you are living at 70 change as you age? Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?

Ready to start the conversation? Schedule a time to discuss your retirement planning options.
https://calendly.com/goods-financial-services/lets_talk



Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.

10/04/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon?

Ready to start the conversation? Schedule a time to discuss your retirement planning options.
https://calendly.com/goods-financial-services/lets_talk