Putting Your Money Where Your Values Are
Posted by Christopher Gullotti, CFP® on Mon, 06/04/2018 - 10:49
Are there ways to invest with companies or industry sectors that align with your moral values without sacrificing potential returns? The answer is "Yes."
So You Want to Buy a Vacation Home . . .
Posted by Joelle Spear, CFP® on Mon, 05/14/2018 - 12:02
If you're dreaming about acquiring a "home away from home," don't ignore the financial realities of this major commitment.
Credit Card Dos and Don’ts
Posted by Christopher P. Gullotti, MSFP, CFP® on Mon, 05/14/2018 - 11:55
Before you add more cards to your collection, make sure you read the fine print.
Preparing for Medicare Enrollment
Posted by Joelle Spear, CFP® on Mon, 05/14/2018 - 11:22
Start planning well in advance of turning 65 to avoid being overwhelmed by this critical milestone.
Encore Careers: Becoming Your Own Boss
Posted by Christopher P. Gullotti, MSFP, CFP® on Mon, 05/14/2018 - 10:59
Growing numbers of Baby Boomers are becoming entrepreneurs. Are you ready to join them?
Your Annual Financial Spring Cleaning Checklist
Posted by Daniel J. Flanagan, CPA/PFS, CFP®, AEP® on Mon, 05/14/2018 - 10:51
Now is a good time to get your "financial house" in order.
Canby Financial Advisors Market Commentary for the Quarter Ended 3/31/2018
Posted by Christopher Borden, CRPS® on Wed, 04/18/2018 - 11:35
The return of volatility in investment markets in 2018 is more likely the result of political dysfunction in the US and heightened tensions around the world than fundamental changes in the economy and corporate profitability.
Managing Your College Spending Plan
Posted by Christopher P. Gullotti, MSFP, CFP® on Mon, 04/16/2018 - 13:06
Whether you can foot your high schooler's upcoming college costs yourself or in combination with scholarships and financial aid, it’s important to start thinking about where your portion of the bill will come from.
Protecting Your Hard-Earned Assets
Posted by Daniel J. Flanagan, CPA/PFS, CFP®, AEP® on Mon, 04/16/2018 - 12:08
If you’re worried about protecting your wealth from future potential creditors you’re not alone. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.
Managing Debt While Saving for Retirement
Posted by Daniel J. Flanagan, CPA/PFS, CFP®, AEP® on Mon, 04/16/2018 - 11:29
It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone.