Cassandra Spitzer, MBA, CFP - Financial Advisor at LPL Financial

09/07/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

09/04/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

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.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/02/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

08/31/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

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08/28/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

08/26/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

08/24/2026

Do your kids have the right stuff for college?

08/21/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

08/19/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.