Understanding the New Extended Tax Filing Deadlines
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Mon, 03/23/2020 - 15:09
You now have until July 15, 2020 to file your 2019 federal tax return and pay what you owe. But your state may not offer the same flexibility.
Market Volatility and Your Retirement Investing Strategy
Posted by Canby Financial Advisors on Mon, 03/16/2020 - 09:11
In turbulent times, it’s more important than ever to remain calm and stay on course toward your long-term retirement savings goals.
Five Red Flags That Raise the Odds of an Audit
Posted by Michael Flaherty, CFP® on Thu, 03/12/2020 - 11:22
There's no way to know exactly what will trigger an audit, but these situations may make it more likely that the IRS will give your tax return a closer look.
What About Bonds?
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 03/05/2020 - 14:34
Confused by cryptic phrases like "falling yields" and "rising interest rates"? Here’s a refresher course on how the bond market works.
Protecting Your Financial Interests After Your Spouse Dies
Posted by Joelle Spear, CFP® on Thu, 03/05/2020 - 14:06
As painful as this process may be, there will be a number of important steps you'll need to take to remain financially secure and independent.
Fly, Little Birds, Fly!
Posted by Chris Gullotti, CFP® on Thu, 02/06/2020 - 16:14
Why it’s important to gradually sever your adult children's monetary apron strings.
Nonqualified Deferred Compensation Plans: Saving it for Later
Posted by Eric Kristenson, AIF®, CRPS® on Thu, 02/06/2020 - 11:52
This retirement tool can help valued employees save money in amounts greater than what could be set aside in a typical retirement plan.
Catch-up Contributions—Another Reason Why Fifty is Nifty
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 02/06/2020 - 11:07
Once you hit this milestone you may be able to contribute up to $6,500 more to your retirement plan every year.
Canby Financial Names Joelle Spear as Partner
Posted by Canby Financial Advisors on Thu, 02/06/2020 - 09:12
For more than 18 yeas, Joelle has helped guide individuals and families through every stage of their lives.
Ten Tips for Safeguarding Your Financial Information
Posted by Joelle Spear, CFP® on Thu, 02/06/2020 - 09:08
Millions of Americans are affected by identity theft and fraud each year. Here are some common-sense ways to safeguard your financial information both at home and online.