News & Insights

Trusts vs. Wills: The Differences Matter

While each can help in the distribution of assets at death, there are important differences between the two.

Busting Common Election Year Market Myths

What do all clichéd election year predictions have in common? They never come true.

How Medicare is Responding to the Challenges of COVID-19

Medicare has temporarily eased many regulations and limitations to provide greater and more flexible access to all healthcare services during the current crisis.

Four Things to Consider When Planning Your Next Trip

Traveling may be the last thing on your mind right now, but if you're thinking of rescheduling your cancelled vacation these tips could save you time, money and frustration.

Could You Be Responsible for Your Parents' Nursing Home Bills?

In 26 states, children may be financially responsible for certain debts of their parents, including nursing home costs.

Four Issues to Consider Before Refinancing Your Home

Historically low mortgage interest rates are making many homeowners think about refinancing. But it's important to look beyond the numbers.

Read Dan Flanagan's New SumNEWS Article on Timely Tax and Financial Planning Strategies

Dan discusses opportunities and challenges posed by the aftermath of the COVID-19 crisis.  

Is Your Portfolio Overweight?

Your investment portfolio might not be as diversified as it should be. Should you worry?

Canby Financial Advisors Market Commentary for the Quarter Ended 6/30/2020

The COVID-19 crisis brought about the first U.S. recession since 2008-2009, but since then the broad market has recovered most of its losses. Is this optimism justified?

Don't Throw Away Your Stimulus Payment!

Four million Americans will receive their stimulus payments via Electronic Impact Payment (EIP) cards.