Mona Puch Financial Representative

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk.

Starting out in your career? These tips can help you figure out how to manage your finances

Managing your finances when starting a new career If you’re starting your career, the right advice and a few smart moves can help you shape a future you can feel good about

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 How cool is it that the same God that created mountains and oceans and galaxies thought that the world needed one of you too.

Whether you’re a casual content creator or starting to turn your side hustle into something more, making money on social media can be exciting. But if you treat every check like it’s a jackpot, it won’t last. Here are tips for managing your social me

Tips for managing money you earned on social media Learn ways to protect and grow the money you’ve made on social media

The holidays can put a strain on your finances. Here’s how to help make gift-giving less stressful

Strategies for smarter gift-giving Stressed about the cost of gift-giving? You’re not alone. Here are some tips on how to be a savvier gift-giver.

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready — and is your business ready — for that change? It’s never too early to start strategizing succession and transition plans. Here ar

How to prepare your business for a transition With proper preparation, you can position yourself, your employees, and the business you’ve built for continued success.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation.

FDIC insurance was designed to protect your deposited funds, but do you know how?

Understanding FDIC Insurance FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Do you know the difference between a global mutual fund and an international mutual fund?

Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference?