Sherpa Financial Group

05/27/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

05/25/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

05/22/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

05/20/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

05/18/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

05/15/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

05/13/2026

Currency has been around for a long time. Here's a quick history lesson.

05/11/2026

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.

05/08/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

05/06/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?