Three Questions You Must Ask Before Naming an Executor
Posted by Michael Flaherty, CFP® on Tue, 12/04/2018 - 08:02
The person you choose must be able and willing to carry out your wishes. And a family member isn't always the best choice.
Your Year-End Retirement Plan Maintenance Checklist
Posted by Joelle Spear, CFP® on Tue, 12/04/2018 - 07:58
As 2018 winds down, a comprehensive review of your retirement plan accounts should make it to the top of your year-end to-do list.
A Hair-Raising Strategy for Generating Cancer Awareness
Posted by Canby Financial Advisors on Tue, 11/20/2018 - 14:55
Canby's Dan Flanagan is "growing a mo'" in November to help generate greater awareness of men's health issues.
New Cost of Living Adjustments for Retirement Plans in 2019
Posted by Canby Financial Advisors on Thu, 11/08/2018 - 10:57
Elective annual contribution and compensation limits are rising.
So, You’re Getting Some Restricted Stock Units (RSU)
Posted by Joelle Spear, CFP® on Mon, 11/05/2018 - 09:26
Restricted Stock Units (RSUs) are an employer benefit you shouldn't take for granted. Here's what you need to know about them.
Choosing the Right Beneficiary for Your IRA
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Mon, 11/05/2018 - 09:18
Under which conditions should you consider designating your spouse, your children, or a trust as your beneficiary?
Protecting Your College Student’s Well-Being from Afar
Posted by Chris Gullotti, CFP® on Mon, 11/05/2018 - 09:12
Having your college-age students sign a health care proxy and a durable power of attorney (durable POA) may give all of you greater peace of mind.
Canby Financial Advisors Market Commentary for the Quarter Ended 9/30/2018
Posted by Christopher Borden, CRPS® on Thu, 10/11/2018 - 20:32
Away from the front page headlines, the US economy continues to exhibit strength.
Negotiate, Reactivate or Terminate: Your Expiring Term Life Insurance Dilemma
Posted by Michael Flaherty, CFP®, CRPS® on Thu, 10/11/2018 - 07:57
if your term life insurance policy is set to expire soon, now is the time to explore your options.
Three Year-End Charitable Giving Options
Posted by Canby Financial Advisors on Mon, 10/08/2018 - 12:11
These options offer immediate charitable tax deduction benefits while distributing the assets to charity at a later time.