Landmark Financial

Landmark Financial We are business owners providing tax-centric wealth management to fellow business owners.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

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.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
09/07/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

📣Happy 22nd Landmark anniversary to Travis Teague!
09/07/2026

📣Happy 22nd Landmark anniversary to Travis Teague!

There are many factors to consider before tapping retirement money to pay for college.
09/04/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Looking for a retirement plan that's easy to understand and manage?A SIMPLE IRA may be worth considering.Designed for sm...
09/03/2026

Looking for a retirement plan that's easy to understand and manage?

A SIMPLE IRA may be worth considering.

Designed for small businesses with 100 or fewer employees, a SIMPLE IRA can help employees save for retirement while keeping plan administration relatively straightforward for business owners.

Our newest carousel breaks down:

✅ How SIMPLE IRAs work
✅ Employer contribution options
✅ 2026 contribution limits
✅ Important October 1 planning deadlines

Swipe through to see if a SIMPLE IRA may be a good fit for your business.

📖 And if you have questions, we're here to help.

Considering alternative investments? It’s critical to sort through the complexity.
09/02/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:
09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

⏰ October 1 is approaching faster than you think.If you're considering offering a retirement plan for your employees in ...
09/01/2026

⏰ October 1 is approaching faster than you think.

If you're considering offering a retirement plan for your employees in 2026, the deadline to establish a SIMPLE IRA is generally October 1. A SIMPLE IRA can provide employees with a valuable retirement benefit while helping business owners avoid some of the administrative complexity that comes with traditional 401(k) plans.

In our latest blog, we cover:

✅ Who qualifies for a SIMPLE IRA
✅ 2026 contribution limits
✅ Employer contribution requirements
✅ SECURE 2.0 updates business owners should know
✅ Whether a SIMPLE IRA or another retirement plan may be a better fit

Don't wait until the last minute to evaluate your options.

📖 Read the full article: https://mylandmarkfinancial.com/simple-ira-deadline-2026-why-small-business-owners-shouldnt-miss-october-1

Set up a SIMPLE IRA by October 1st 2025. Learn how SIMPLE IRAs work, contribution limits, and why they’re a smart retirement plan for small business owners.

Could your retirement plan be costing you tax-saving opportunities?Many business owners don't realize a Safe Harbor 401(...
08/31/2026

Could your retirement plan be costing you tax-saving opportunities?

Many business owners don't realize a Safe Harbor 401(k) may allow them to save more for retirement while reducing taxable income.

Swipe through to see if it could be a fit for your business.

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

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3101 South 70th Street
Fort Smith, AR
72903

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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