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Latest Articles

Retirement

Introducing the 530A Accounts
What to Expect in Your First Year of Retirement
Social Security: Maximizing Benefits
First Year of Retirement: What to Expect

Investment

The Anatomy of an Index
Alternative Investments - Going Mainstream
TIPS for Inflation
How Stocks Work
Mutual Funds vs. ETFs

Estate

Problems with Probate
How Often Should You Update Your Estate Strategy?
Estate Management Checklist
Steps to Protecting a Child with Disabilities

Insurance

Assess Life Insurance Needs
The A, B, C, & D of Medicare

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
What's My 2026 Tax Bracket?

Money

Saving Early & Letting Time Work for You
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?

Lifestyle

Money Draining Food Myths
Changing Unhealthy Behaviors
Putting a Price Tag On Your Health

Contact

Office: 2194621411

57 Franklin St

Suite 207

Valparaiso, IN 46383

info@canawealthmanagement.com

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Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Cana Wealth Management (Cana) offers its clients tax preparation services free of charge. This service is outsourced to a tax preparer known to Cana and the service is paid for by Cana. Clients will enter into a separate agreement with the tax preparer that has no bearing on the current Investment Advisory Agreement with Cana and NewEdge Advisors, LLC (NEA). Payment by Cana to the tax preparer does not change or increase the client’s agreed upon investment advisory fee stated in the Investment Advisory Agreement. Clients requesting Cana to provide account statements, 1099s, and other client information, to the tax preparer must complete and sign an Authorization to Release Information form, provided by Cana. Cana does not receive client referrals or referral fees from the tax preparer.