Ryan J. Marshall, CFP, AIF

10/25/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

10/23/2026

As the year winds down, it's a great time to review how your retirement income is working together.
📋 Consider reviewing:
✔️ Social Security
✔️ Retirement account withdrawals
✔️ Investment income
✔️ Cash flow needs
Sometimes a few thoughtful adjustments before year-end can help keep your retirement plan aligned with your long-term goals.

10/22/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

10/20/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

10/18/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

10/16/2026

If you're age 70½ or older and regularly give to charity, a Qualified Charitable Distribution (QCD) may be worth understanding.

A QCD allows eligible IRA owners to make charitable donations directly from their IRA and, for eligible individuals, may help satisfy Required Minimum Distributions (RMDs). ❤️
As always, it's important to determine whether this strategy aligns with your overall financial and tax plan.

10/15/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

10/13/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

10/11/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

10/09/2026

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.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets 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. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...