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.
Ten Common Misconceptions About Financial Aid
Posted by Daniel Flanagan, CPA/PFS, CFP®, AEP® on Tue, 09/04/2018 - 09:09
Don't let these myths discourage you from applying.
Debunking Five Common Sales Myths about Long Term Care Insurance
Posted by Daniel Flanagan, CPA/PFS, CFP®, AEP® on Tue, 09/04/2018 - 08:54
Research the facts before you buy a policy to make sure you're not swayed by unsubstantiated sales pitches.
What Should You Do with a Sudden Windfall?
Posted by Chris Gullotti, CFP® on Mon, 08/13/2018 - 08:35
It's important to consider how sudden wealth--either expected or unexpected--could present both financial opportunities and challenges.
Health Savings Accounts: Easing the Sting of Rising Medical Costs
Posted by Joelle Spear, CFP® on Mon, 08/06/2018 - 15:25
The increasing use of high-deductible plans are making HSAs a tax-advantaged savings option people can no longer afford to ignore.
Pain at the Pump: What's Driving Higher Gas Prices
Posted by Michael Flaherty, CFP®, CRPS® on Mon, 08/06/2018 - 13:05
Americans are spending $69 more per month on gas this summer than last summer. And don't expect big price drops anytime soon.
Five Ways to Avoid or Minimize Probate
Posted by Daniel Flanagan, CPA/PFS, CFP®, AEP® on Mon, 08/06/2018 - 12:16
Bypassing probate enables your estate to go to your beneficiaries without any court proceeding, potentially saving time and expenses.