Valerie Fishgold MS CFP AzCLDP

09/22/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

09/15/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

09/08/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

09/01/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

08/25/2026

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

08/18/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

08/11/2026

Do your kids have the right stuff for college?

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

08/04/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.