Extended Vehicle Warranties: Worthwhile Protection or Waste of Money?
Posted by Joelle Spear, CFP® on Tue, 07/09/2019 - 11:49
Whether one is worth the cost depends on a number of factors. Fortunately, you don't necessarily have to decide the moment you're buying the vehicle.
Saying "No!" to Social Security Phone Scams
Posted by Michael Flaherty, CFP® on Thu, 06/06/2019 - 11:04
Phone scammers posing as Social Security Administration officials stole more than $10 million from victims in 2018. And not all of those taken in were senior citizens.
Global Entry: Travel-with-Benefits
Posted by Chris Gullotti, CFP® on Thu, 06/06/2019 - 09:38
A $100 investment every five years can dramatically reduce the time you spend waiting in line at the airport when you travel overseas.
Long-Term Disability Insurance: A Potentially Life-Changing Investment
Posted by Joelle Spear, CFP® on Thu, 06/06/2019 - 09:16
If you're unable to work for an extended period of time, disability insurance may be your best defense against financial hardships.
Buy-Sell Agreements: What Every Business Owner Should Know
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 06/06/2019 - 08:42
Having a plan in place to ensure the continuity of your business should anything happen to you is essential.
Read Dan Flanagan's New SumNEWS article on Improving Referrals
Posted by Canby Financial Advisors on Thu, 05/16/2019 - 10:22
Dan's article, Proactive Matchmaking: A Better Referral Approach, appears in the May 2019 edition of this publication from the Massachusetts Society of CPAs.
What All Women Need to Know About Estate Planning
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 05/09/2019 - 11:32
Women generally have the last word about the final disposition of assets accumulated during their marriage. Are you prepared to make decisions that could affect your life and your legacy?
One Simple Solution for Password Overload
Posted by Michael Flaherty, CFP® on Thu, 05/09/2019 - 11:24
There’s simply no way you can remember all the passwords to all your accounts. Fortunately, you don’t have to.
Three Reasons Your Parents Might Be at Financial Risk
Posted by Joelle Spear, CFP® on Thu, 05/09/2019 - 11:12
As your parents age, they may be more suspectible to fraud and less able to deal with their financial challenges. How can you help?
Renewing Your Driver's License? It's Time to Get REAL
Posted by Chris Gullotti, CFP® on Thu, 05/09/2019 - 11:02
If you need to renew your driver's license soon, and are a frequent flier, consider “upgrading” it to a REAL ID.