News & Insights

Five Ways to Avoid or Minimize Probate

Bypassing probate enables your estate to go to your beneficiaries without any court proceeding, potentially saving time and expenses.

Discovering Your Inner Philanthropist

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

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

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

CFP®. CRPS®. AEP®.  Learn what these and other industry designations mean and why they matter.  

Identifying Your W-4 "Goldilocks Zone"

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

Following these steps can help ensure your estate plan aligns with your goals and needs. 

Buying the Time That You Deserve

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

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

You don’t need to turn your home into a fortress to keep your personal information safe.