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.
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.