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.
Discovering Your Inner Philanthropist
Posted by Canby Financial Advisors on Mon, 08/06/2018 - 12:04
You don't have to have the wealth of Warren Buffett or Melinda Gates to identify and act on your philanthropic passions and priorities.
Creating A Legacy of Life Experiences: A Self-Interview Guide
Posted by Chris Gullotti, CFP® on Mon, 07/16/2018 - 14:53
The most important legacies you may leave are your thoughts, life experiences and lessons learned.
Canby Financial Advisors Market Commentary for the Quarter Ended 6/30/2018
Posted by Christopher Borden, CRPS® on Mon, 07/16/2018 - 14:32
For some investors, the first six months of 2018 have reinforced a belief that econonic and political risks outweigh opportunities. Yet investment values have held fairly steady. Will this continue?
Decoding the “Alphabet Soup” of Advisor Designations
Posted by Chris Gullotti, CFP® on Tue, 07/10/2018 - 13:53
CFP®. CRPS®. AEP®. Learn what these and other industry designations mean and why they matter.
Identifying Your W-4 "Goldilocks Zone"
Posted by Daniel J. Flanagan, CPA/PFS, CFP®, AEP® on Tue, 07/10/2018 - 13:27
With the new tax rules, you'll want to make sure that the amount Uncle Sam withholds from your paycheck is "just right."
A Seven Point Checklist for Your Estate Plan
Posted by Daniel J. Flanagan, CPA/PFS, CFP®, AEP on Tue, 07/03/2018 - 13:35
Following these steps can help ensure your estate plan aligns with your goals and needs.
Buying the Time That You Deserve
Posted by Joelle Spear, CFP® on Tue, 07/03/2018 - 13:28
Research shows that outsourcing the tasks you dislike can lead to greater life satisfaction.
Dan Flanagan featured in a new Wealth Advisor/Premier Trust whitepaper
Posted by Canby Financial Advisors on Thu, 06/28/2018 - 10:56
In Maximizing Your "Tax-Able" Value, Dan discusses ways advisors can partner with CPAs to address clients' tax-related concerns and challenges.
Nine Ways to Reduce Identity Theft Risk at Home
Posted by Daniel J. Flanagan, CPA/PFS, CFP®, AEP® on Mon, 06/11/2018 - 13:42
You don’t need to turn your home into a fortress to keep your personal information safe.