Pearson Financial Planning

11/01/2026

Caring for someone you love is one of the most generous things a person can do.

It's also one of the most financially complex.

Caregivers often have to manage out-of-pocket costs and long stretches away from the workforce. In some cases, that can lead to reduced income. Those gaps can add up over time and add stress to an already difficult situation.

If you or someone close to you is in a caregiver role, it's never too late to create a strategy.

10/30/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

10/27/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

10/23/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

10/20/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

10/16/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

10/13/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

10/09/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/06/2026

What should you look for in a personal finance app?