WealthPartners

07/15/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

07/15/2026

When to claim Social Security is one of the most important retirement income decisions many people make.

Your age, work plans, health, family situation, and other income sources can all affect what makes sense for you.

Watch the video to review key Social Security considerations before you decide: https://www.wealth-partners.com/resource-center/retirement/what-you-need-to-know-about-social-security?utm_source=SA&utm_medium=Social&utm_campaign=SAASWhen to claim Social Security is one of the most important retirement income decisions many people make.

Your age, work plans, health, family situation, and other income sources can all affect what makes sense for you.

Watch the video to review key Social Security considerations before you decide: https://www.wealth-partners.com/resource-center/retirement/what-you-need-to-know-about-social-security?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

07/14/2026

The earlier you spot the warning signs of identity theft, the sooner you can act.

Unfamiliar accounts, suspicious charges, missing mail, unexpected bills, or changes to your credit report are all worth reviewing before small red flags become larger problems. https://www.wealth-partners.com/?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

07/13/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

07/10/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

07/09/2026

If a large portion of your wealth is tied to company stock, retirement planning can get more complex.

What helped build wealth during your career may need a different role once your portfolio starts supporting income, liquidity, and long-term flexibility.

The key question isn’t just how the stock has performed.
It’s whether your plan depends too heavily on one company moving forward.

As retirement approaches, it may be time to take a closer look.
Read more about how to evaluate and manage a concentrated stock position before retirement: https://www.wealth-partners.com/blog/managing-a-concentrated-stock-position-before-retirement?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

07/09/2026

A will is not just for the wealthy or the elderly.

It can help clarify your wishes, guide important decisions, and reduce confusion for the people you care about.

Watch this short video for a quick look at why a will may be an important part of your estate plan, starting now: https://www.wealth-partners.com/resource-center/estate/when-do-you-need-a-will?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

07/08/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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.

07/08/2026

One of the biggest retirement questions is also one of the most personal: how long could your savings last?

The answer depends on your income needs, spending habits, investment assumptions, and time horizon.

Use the calculator to explore how different inputs may affect your retirement outlook: https://www.wealth-partners.com/resource-center/retirement/my-retirement-savings-1?utm_source=SA&utm_medium=Social&utm_campaign=SAAS