Senior Financial Planning

07/17/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

07/15/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

07/13/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

07/10/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

07/08/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/06/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

07/03/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

07/01/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

06/29/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.