Choosing the Right Beneficiary for Your IRA
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Mon, 11/05/2018 - 09:18
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
Posted by Chris Gullotti, CFP® on Mon, 11/05/2018 - 09:12
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
Posted by Christopher Borden, CRPS® on Thu, 10/11/2018 - 20:32
Away from the front page headlines, the US economy continues to exhibit strength.
Negotiate, Reactivate or Terminate: Your Expiring Term Life Insurance Dilemma
Posted by Michael Flaherty, CFP®, CRPS® on Thu, 10/11/2018 - 07:57
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
Posted by Canby Financial Advisors on Mon, 10/08/2018 - 12:11
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?
Posted by Chris Borden, CRPS® on Mon, 10/01/2018 - 10:26
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
Posted by Joelle Spear, CFP® on Thu, 09/06/2018 - 12:41
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
Posted by Canby Financial Advisors on Thu, 09/06/2018 - 09:12
For many taxpayers, the new laws actually offer better incentives to give more.
401(k) Loans: The Option of Last Resort
Posted by Joelle Spear, CFP® on Tue, 09/04/2018 - 13:18
As tempting as it may seen, borrowing from your retirement savings bank is rarely a good way to solve a financial crisis.
Six Common Social Engineering Scams and How to Avoid Them
Posted by Chris Gullotti, CFP® on Tue, 09/04/2018 - 12:30
The Internet has made it easier than ever for scammers and criminals to exploit people's emotions.