Jeffrey Schwartz, Pacific Advisors

02/27/2026

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

02/25/2026

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.

02/23/2026

Starting a business comes with both advantages and challenges so important to consider the pros and cons before taking the leap into self-employment.

Consider the pros and cons of starting a business before taking the leap into self-employment.

02/20/2026

Single parents face unique stresses that can take a toll on their well-being, and financial health can suffer the most. Here are five small steps that can be taken to make big strides toward improving your overall well-being.

Learn 5 steps to take to improve your finances and overall well-being as a single parent.

02/18/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

02/16/2026

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

02/13/2026

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

02/12/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.

02/11/2026

More than half of Gen Xers say they’re not on track to save enough to maintain the lifestyle they want in retirement. Here are five things you can start doing today that may help you feel more on track with your retirement planning

Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

02/09/2026

The number of Black women-owned businesses is growing. But not every business flourishes. These five financial tips can help minority entrepreneurs set their businesses up for success

Five important financial considerations to help minority women proprietors set their businesses up for success

02/06/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

02/04/2026

These financial strategies can get you on track even if it feels too late to plan for retirement.