News & Insights

Mostly Unchanged: IRS Benefit Plan Limits for 2021

WIth a few exceptions, most contribution limits for retirement accounts aren't increased for 2021. 

Canby Financial Advisors Market Commentary for the Quarter Ending 9/30/2020

In spite of unprecedented uncertainty, investment markets are exhibiting optimism about the future of the global economy.

Joelle Spear is Quoted in New NextAdvisor Article on Lifestage-Based Saving

The article discusses how savings benchmarks change at different lifestages. 

Your Year-End CARES Act Checklist

From waived RMDs to enhanced charitable deductions, it's worth considering which CARES Act provisions are worth taking advantage of this year.

Removing the Online Identities of Those Who Have Passed On

While there are more important matters to deal with after the death of a loved one,  eventually someone needs to delete the deceased’s online accounts.

Endowment Funds: Supporting Your Favorite Charity, Year after Year

An endowment fund is just one of several ways you can permanently support a charitable organization.

Trusts vs. Wills: The Differences Matter

While each can help in the distribution of assets at death, there are important differences between the two.

Busting Common Election Year Market Myths

What do all clichéd election year predictions have in common? They never come true.

How Medicare is Responding to the Challenges of COVID-19

Medicare has temporarily eased many regulations and limitations to provide greater and more flexible access to all healthcare services during the current crisis.

Four Things to Consider When Planning Your Next Trip

Traveling may be the last thing on your mind right now, but if you're thinking of rescheduling your cancelled vacation these tips could save you time, money and frustration.