Latitude Wealth Management

10/15/2026

Improve your financial health by getting a more comprehensive look at your expenses. Reviewing bank statements with every cost laid out will help you track your financial habits. Find areas with negative spending habits and look for ways to improve them.

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/12/2026

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.

10/11/2026

No character build stays the same forever.

At Level 1, survival might be the whole goal. A few sessions later, the party has better gear, new abilities, stronger opinions, and at least one questionable side quest no one saw coming.

Real life works that way, too.

A financial strategy that made sense during one chapter may need a fresh look after a career change, a growing family, a move, a new business, caregiving responsibilities, or a major shift in priorities.

Leveling up is not about becoming a completely different character.

It is about asking whether the current build still fits the campaign.

New stats. New gear. New stakes. Same character, bigger story.

What kind of level-up are you choosing next: new proficiency, better gear, or higher HP?

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.

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.

10/07/2026

There is a big roll coming.

The room goes quiet. Everyone suddenly has opinions.

“Wait, do we have guidance?”
“Can anyone help?”
“Did we check the room first?”
“Are we sure this is the best idea?”

That pause can matter.

Big financial decisions deserve the same kind of table check.

Before making a major move, it can help to consider the timing, trade-offs, risks, alternatives, and what happens if the roll does not go as you hoped.

Sometimes the smartest move is not rolling faster.

It is gathering enough information to roll with advantage.

What is your pre-roll ritual: ask questions, check the room, call for backup, or trust the next roll?

10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/05/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

10/03/2026

Every party has this moment.

The quest is underway. The road is getting weird. Someone asks what supplies everyone brought.

And that is when we discover three mystery potions, no rope, one cursed-looking dagger, and a shocking number of snacks.

Financial life has inventory checks, too.

It helps to know what is available, what is already spoken for, and what might be harder to access when things get messy.

That can include accounts, cash flow, recurring expenses, debt, important documents, emergency savings, and the “where did we put that?” details nobody wants to search for during a stressful moment.

The goal is not to carry everything.

It is important to know what is in the pack before the next encounter.

What is your most chaotic inventory item: mystery potion, extra dagger, 50 feet of rope, or snacks for the whole party?