Marilyn Suey

07/16/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

07/14/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

07/11/2026

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

07/10/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

07/09/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

07/09/2026

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.

07/07/2026

A New Investment Opportunity for Children Is Here. But Is the Trump Account Right for Your Family?

The new Trump Account has introduced a new savings opportunity for families and plenty of questions.

-Could my child or grandchild qualify for a $1,000 government contribution?
-How does it compare to a 529 Plan?
-What are the tax rules and investment options?
-Is it the best way to help build their financial future?

Join Marilyn Suey, CFP®, and guest speaker, Patrick De Meo, CFP®, CIMA®, CSRIC™ - Vanguard Financial Advisor Services™, for an educational webinar that explains the opportunities, limitations, and practical considerations so you can make informed decisions for your family.

Whether you're a parent, grandparent, or simply planning ahead for future generations, you'll leave with greater clarity about this new investment option.

JOIN US!

Friday, July 24 @ 12:00 PM, PT | Zoom

Tag a parent or grandparent who should know about this new opportunity!



https://conta.cc/4vPPgai

Email from Marilyn Suey Learn who qualifies, how the accounts work, and whether they're the right fit for your family's financial goals.   TRUMP ACCOUNTS Explained What Every Parent and Grandparent Sh

07/07/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

07/04/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

07/03/2026

Welcome home Kelly Kiki Diamond! She is 13 weeks old and full of vim and vigor! Non stop action, curious and owns what was Nicole’s bedroom! We lost our beloved Chase last month and I can see she will become the CatDog that he was. More to come! 😸❤️🤣