Alliance Financial Group

10/28/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

10/26/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

10/21/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

10/19/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

10/14/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

10/12/2026

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.

10/08/2026

Our offices will be closed on Monday, October 12th in observance of Columbus Day.

We will resume our normal business hours on Tuesday, October 13th at 9 AM.

We hope everyone has a blessed weekend!

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/07/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

10/05/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.