Bill Romeo - Everest Retirement Planners

07/16/2026

Don’t leave your family guessing. Have the conversation.

07/14/2026

A good plan guides you every step of the way. Not just to the top—but all the way through.

That's why we use the Tenzing Formula

07/12/2026

When should you start legacy planning? Sooner than you think.

07/09/2026

Market noise is temporary. Your plan shouldn’t be.

07/08/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

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.

Quarterly Market Insights | July 2026 U.S. and Canadian 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. The Standard & Poor’s 500 Index rose 14...

07/07/2026

Legacy isn’t just about what you leave. It’s about preparing who you leave it to.

07/06/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

07/04/2026

As we celebrate the Fourth of July, we’re reminded of the meaning of independence—both as a nation and in our everyday lives.

At Everest Retirement Planners, we're grateful for the opportunity to serve and support individuals and families as they work toward their financial goals.

Wishing everyone a safe and meaningful Independence Day.

07/03/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.