Upward Wealth Group, LLC

09/08/2026

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

09/07/2026

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

09/07/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

09/04/2026

Should gold be a part of your diversified portfolio?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

09/03/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

09/02/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

09/01/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

08/31/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

08/28/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

08/27/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.