Looking Back at 20 Years with Canby Financial Advisors
Posted by Christopher Borden, CRPS® on Tue, 01/05/2021 - 13:56
Canby Financial's Managing Partner looks back at his twenty years with the firm.
Ten New Year’s Financial “To Do’s”
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Mon, 01/04/2021 - 12:27
These steps can help you make sure that your financial life is in good order.
Four Critical Decisions You Should Make—and Communicate--to Your Loved Ones
Posted by Joelle Spear, CFP® on Mon, 01/04/2021 - 11:33
Doing nothing to plan for end-of-life events could result in a loss of control over your own affairs and confusion for your loved ones.
Dan Flanagan is quoted in a new MarketWatch article
Posted by Canby Financial Advisors on Mon, 12/28/2020 - 10:23
Dan offers his unique perspective of taxes to a couple considering giving their home to their children.
“Backdoor” Roth IRAs: A Roundabout Path to Future Tax-Free Income
Posted by Chris Gullotti, CFP® on Tue, 12/08/2020 - 11:12
If your income is too high to contribute to a Roth IRA, this strategy offers an attractive workaround.
How Much Do You Know About Long-Term Care?
Posted by Joelle Spear, CFP® on Mon, 12/07/2020 - 09:44
How much does eldercare cost, and how do you arrange it when it is needed?
Considerations in Trust Funding
Posted by Dan Flanagan CPA/PFS, CFP®, AEP® on Mon, 12/07/2020 - 09:10
As effective as trusts can be in managing assets, they can be completely ineffective if not properly funded.
Your 2021 Medicare Enrollment Calendar
Posted by Canby Financial Advisors on Tue, 11/24/2020 - 11:53
You can sign for Medicare as early as three months befor your 65th birthday.
Joelle Spear is Quoted in a New Money Magazine Article
Posted by Canby Financial Advisors on Tue, 11/24/2020 - 09:48
Joelle explains how COViD-19 spending reductions are helping Americans save more for major purchases.
Joelle Spear is Quoted in a New Wall Street Journal Article
Posted by Canby Financial Advisors on Tue, 11/24/2020 - 09:42
Joelle offers advice for potential mortgage refinancers.