News & Insights

Protecting Your College Student’s Well-Being from Afar

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

Away from the front page headlines, the US economy continues to exhibit strength.

Negotiate, Reactivate or Terminate: Your Expiring Term Life Insurance Dilemma

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

These options offer immediate charitable tax deduction benefits while distributing the assets to charity at a later time.  

Changing Sector Classifications: What Could They Mean for Your Portfolio?

More than 10% of the entire S&P 500 market cap is being reclassified--including many household names. 

RMD or Not RMD? These are the Questions

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

For many taxpayers, the new laws actually offer better incentives to give more. 

401(k) Loans: The Option of Last Resort

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

The Internet has made it easier than ever for scammers and criminals to exploit people's emotions.  

Ten Common Misconceptions About Financial Aid

Don't let these myths discourage you from applying.