06/03/2026
Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
06/01/2026
How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.
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05/27/2026
If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
05/25/2026
Use your car for business? Make sure you're on the same page as your insurance carrier.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
05/20/2026
What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
05/18/2026
Do you know how missing the best and worst market days might affect your portfolio?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
05/13/2026
Do global and international mutual funds complement or conflict with each other?
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
05/11/2026
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
05/08/2026
Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.
Monthly Market Insights | May 2026
Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...
05/06/2026
Surprises crop up every day, and they’re a great reason to work with us.
Surprises
Making the most of surprises is a great reason to work with us.