Three Financial New Year’s Resolutions
Posted by Joelle Spear, CFP® on Wed, 01/09/2019 - 13:34
While you’re (hopefully) carrying out your New Year’s resolutions, consider adding a review of your finances to your list.
Clearing Five Areas of Confusion About the New Tax Laws
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Wed, 01/09/2019 - 13:23
While higher standard deductibles and lower tax brackets mean that most Americans will pay less to Uncle Sam, there’s still a great deal of confusion over what the Tax Cuts and Jobs Act of 2017 does and doesn’t allow.
Protecting Your Credit this Holiday Season and Beyond
Posted by Chris Gullotti, CFP® on Tue, 12/04/2018 - 10:24
There are several strategies you can use to protect against credit-related identity theft and fraud--and all are free of charge.
Curbing Health Care Costs All Life Long
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Tue, 12/04/2018 - 10:17
While it’s impossible to predict how much health care will cost in the future, there are a number of strategies that may help reduce the financial burden.
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?