Creating A Legacy of Life Experiences: A Self-Interview Guide
Posted by Chris Gullotti, CFP® on Mon, 07/16/2018 - 14:53
The most important legacies you may leave are your thoughts, life experiences and lessons learned.
Canby Financial Advisors Market Commentary for the Quarter Ended 6/30/2018
Posted by Christopher Borden, CRPS® on Mon, 07/16/2018 - 14:32
For some investors, the first six months of 2018 have reinforced a belief that econonic and political risk outweigh opportunities. Yet investment values have held fairly steady. Will this continue?
Decoding the “Alphabet Soup” of Advisor Designations
Posted by Chris Gullotti, CFP® on Tue, 07/10/2018 - 13:53
CFP®. CRPS®. AEP®. Learn what these and other industry designations mean and why they matter.
Identifying Your W-4 "Goldilocks Zone"
Posted by Daniel J. Flanagan, CPA/PFS, CFP®, AEP® on Tue, 07/10/2018 - 13:27
With the new tax rules, you'll want to make sure that the amount Uncle Sam withholds from your paycheck is "just right."
A Seven Point Checklist for Your Estate Plan
Posted by Daniel J. Flanagan, CPA/PFS, CFP®, AEP on Tue, 07/03/2018 - 13:35
Following these steps can help ensure your estate plan aligns with your goals and needs.
Buying the Time That You Deserve
Posted by Joelle Spear, CFP® on Tue, 07/03/2018 - 13:28
Research shows that outsourcing the tasks you dislike can lead to greater life satisfaction.
Dan Flanagan featured in a new Wealth Advisor/Premier Trust whitepaper
Posted by Canby Financial Advisors on Thu, 06/28/2018 - 10:56
In Maximizing Your "Tax-Able" Value, Dan discusses ways advisors can partner with CPAs to address clients' tax-related concerns and challenges.
Nine Ways to Reduce Identity Theft Risk at Home
Posted by Daniel J. Flanagan, CPA/PFS, CFP®, AEP® on Mon, 06/11/2018 - 13:42
You don’t need to turn your home into a fortress to keep your personal information safe.
What's in Your Credit Report?
Posted by Joelle Spear, CFP® on Thu, 06/07/2018 - 13:17
About to apply for a mortgage or car loan? Check out your creditworthiness for free--before your lenders do.
Understanding Your Long Term Care Insurance Options
Posted by Joelle Spear, CFP® on Thu, 06/07/2018 - 12:53
The option you choose could help keep an unexpected healthcare crisis from significantly affecting your family and financial security.