Jeffrey Schwartz, Pacific Advisors

03/30/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

03/27/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

03/25/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

03/23/2026

Life with children is a rollercoaster ride. Throw in budgeting and college planning and it can feel overwhelming. A sound financial strategy can help put your nerves at ease — so you can treasure every moment and enjoy watching your children grow up.

Life with children is a rollercoaster ride. A sound financial strategy can help put your nerves at ease.

03/20/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

03/18/2026

Teens might not have much money, but it's important for them to be responsible with the cash they do have.

03/16/2026

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your long-term money goals.

A diverse portfolio can be more than stocks and bonds.

03/13/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

03/11/2026

Looking to find calm during volatile markets? Consider ways to diversify

During volatility, avoid “panic moves” and consider ways to diversify, including annuities and whole life insurance

03/11/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

03/09/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

03/06/2026

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retirement income plan.

Five things to consider before adding an annuity to your retirement income plan.