Roche Financial, Inc

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

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

09/07/2026

🇺🇸 Happy Labor Day! 🇺🇸

Today, we celebrate the hard work, dedication, and contributions of workers in our communities and across the country.

Whether you’re spending the day relaxing, enjoying time with family and friends, or soaking up the last days of summer, we hope you have a safe and happy Labor Day! ❤️💙

09/04/2026

Living longer doesn’t automatically mean living better.

Healthy Aging Month is a reminder that how we age is shaped by more than just time. Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time.

Small, consistent habits—both physical and financial—can influence what those years look like.



Sources
World Health Organization, Ageing and Health, October 2025
American Medical Association, What Doctors Wish Patients Knew About Healthy Aging, September 2025
Stanford Medicine, Five Healthy Habits for Successfully Aging, January 2026
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

09/02/2026

Inflation isn’t temporary, it’s something your financial plan should expect.

The goal isn’t perfection. It’s adaptability.

If rising costs feel heavier than they should, it may be time to revisit your strategy.

08/31/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

08/28/2026

Retirement planning isn’t just about the number you’ve saved, but what that number can actually support over time.

Rising costs can quietly change the picture, especially over a long retirement. Taking time to review how your plan accounts for inflation and income timing can make a meaningful difference in how confident you feel moving forward.

08/26/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

08/25/2026

Inflation doesn’t just raise prices - inflation challenges how your entire financial plan works.

One of the easiest ways to adapt? Shift your budget from fixed numbers to flexible ranges. It keeps you realistic without losing control.

Small structural changes like this can help you stay consistent, even when costs aren’t.

08/24/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.