News & Insights

New Cost of Living Adjustments for Retirement Plans in 2019

Elective annual contribution and compensation limits are rising. 

So, You’re Getting Some Restricted Stock Units

Restricted Stock Units (RSUs) are an employer benefit you shouldn't take for granted. Here's what you need to know about them. 

Choosing the Right Beneficiary for Your IRA

Under which conditions should you consider designating your spouse, your children, or a trust as your beneficiary?

Protecting Your College Student’s Well-Being from Afar

Having your college-age students sign a health care proxy and a durable power of attorney (durable POA) may give all of you greater peace of mind. 

Canby Financial Advisors Market Commentary for the Quarter Ended 9/30/2018

Away from the front page headlines, the US economy continues to exhibit strength.

Negotiate, Reactivate or Terminate: Your Expiring Term Life Insurance Dilemma

if your term life insurance policy is set to expire soon, now is the time to explore your options.  

Three Year-End Charitable Giving Options

These options offer immediate charitable tax deduction benefits while distributing the assets to charity at a later time.  

Changing Sector Classifications: What Could They Mean for Your Portfolio?

More than 10% of the entire S&P 500 market cap is being reclassified--including many household names. 

RMD or Not RMD? These are the Questions

With many retirees owning a mix of 401(k), 403(b), Traditional, Roth, SIMPLE- and SEP-IRA accounts, figuring out Required Minimum Distributions can be a head-scratching challenge.  

Charitable Giving and the New Tax Laws: What You Need to Know

For many taxpayers, the new laws actually offer better incentives to give more.