Early Retirees and Laid Off Workers: Exploring Your Heathcare Options
Posted by Joelle Spear, CFP® on Tue, 06/09/2020 - 15:05
If you or someone you know has been laid off or has accepted an early retirement offer, it’s important to know what healthcare options may be available.
How the Expanded EIDL Program Can Help Your Small Business
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 05/07/2020 - 11:44
This program offers government-backed loans to help qualified businesses meet expenses and retain employees.
The CARES Act’s Special Charitable Giving Incentives
Posted by Chris Gullotti, CFP® on Wed, 05/06/2020 - 09:15
The Act offers several tax-advantaged reasons to give more in 2020.
Stemming the Epidemic of COVID-19 Scams
Posted by Michael Flaherty, CFP® on Tue, 05/05/2020 - 14:02
Shameless criminals and scammers are profiting from Coronavirus-related fears.
The Importance of Estate Planning in a Health Crisis
Posted by Joelle Spear, CFP® on Tue, 05/05/2020 - 13:50
An up-to-date plan can help you manage family matters during the current health crisis and prepare you for whatever the future may hold.
The CARES Act 2020 RMD Waiver: What You Need to Know
Posted by Michael Flaherty, CFP® on Mon, 04/13/2020 - 15:53
There are potential benefits to forgoing the distribution this year.
Tax Loss Harvesting: A Potentially Beneficial Bear Market Strategy
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 04/09/2020 - 12:08
Selling stocks at a loss may help you lower your taxes for years to come.
Should You Convert to a Roth IRA?
Posted by Joelle Spear, CFP® on Tue, 04/07/2020 - 14:35
If you've been thinking about converting some or all of your retirement account assets to a tax-free Roth IRA, now might be an optimal time.
Canby Financial Advisors Market Commentary for the Quarter Ended 3/31/2020
Posted by Christopher Borden, CRPS® on Fri, 04/03/2020 - 11:45
To state the obvious, a lot has changed in the first quarter of 2020.
The 529 Plan Tax Risk You Shouldn’t Ignore
Posted by Chris Gullotti, CFP® on Mon, 03/30/2020 - 09:02
If you used a 529 plan withdrawal to pay for your child's college expenses this semester and you received a refund of college costs, recontributing your withdrawal into your 529 account may help you avoid unwanted taxes.