Between industry news and personal experience.

Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.

Just because you've retired doesn't mean you have to stop working. However, working income may affect your social security earnings.

This article details the top three provisions in the Inflation Reduction Act that the average American will benefit from the most.

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement.

Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.

This article discusses extended care, or long-term care, in the US and Canada, comparing and contrasting the two systems.

The answer to "How much?" varies from individual to individual. An overview of how to calculate the size of your retirement.

How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.

A retirement lifestyle is more than just saving money; it's also deciding how you want to spend that extra time. Here's a look at what you want to consider.

This article explains basic information about cryptocurrencies, including what they are and how to use them.

This article helps readers weigh the pros and cons of helping pay off your children's student loan debts faster.

Crypto continues to increase in popularity and is becoming a staple in many investors' portfolios, but do you know about these important crypto pitfalls?

This article describes the current housing market in Canada and the factors that influence today’s home prices.

Foreign direct investment, or FDI, is an important part of Canada’s economy. Learn more about what foreign investment is and what it looks like.

Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.

This article details the different types of insurance that are a necessary part of a healthy financial plan.

This article details some financial lessons passed down from famous fathers and famous father figures.