News & Insights

Canby Financial Advisors Market Commentary for the Quarter Ending 3/31/2021

Spring is in the air and signs of hope abound as the US economy emerges from the pandemic-induced recession of 2020.

Filing Final Tax Returns for the Deceased

Unfortunately, even the deceased can’t escape taxation. 

The Lowdown on Those Free Credit Scores

Did you know that the credit score provided to you may be different than the one provided to lenders?

Five Steps for Raising Money-Smart Kids

There are many ways to teach your children good money sense. The key is to have your children learn by doing..

View a Replay of Our Webinar: Updating Your Personal Property Protection Plan

Five Mistakes Retirement Investors Often Make—and How to Fix Them

Through actions--or inactions--investors often make mistakes than can throw their retirement savings strategy into disarray.

How Stay-at-Home Spouses Can Save for Retirement

The Spousal IRA lets non-working spouses contribute up to $7,000 per year. 

Six Questions About Enrolling in Medicare While You're Still Working

If you're 65 and are still covered by your employer's health plan, you may be able to delay enrolling in Medicare. But should you?

Joelle Spear is Quoted in a New Forbes Article

Joelle provides her perspective in an investor education article on market corrections and bear markets.

Where’s My Stimulus Payment?

If you didn't get the pandemic-related economic stimulus payments you were eligible for, there's still hope.