Get Your Tax Withholding Act in Gear This Year
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Mon, 10/14/2019 - 08:33
A new IRS tool can help you find out if you’re having enough taken out of your paycheck to avoid an unwanted tax surprise next year.
Change is in the Air--and It's All Good
Posted by Christopher Borden, CRPS® on Mon, 09/16/2019 - 12:08
New associates, new space, new achievements--it's been quite a year of positive changes here at Canby Financial Advisors.
Five Retirement Lessons from Today's Retirees
Posted by Chris Gullotti, CFP® on Mon, 09/09/2019 - 12:26
A closer look at results from a recent survey of retirees offers food for thought for today's workers.
Controlling Online Access to Your Social Security Number
Posted by Michael Flaherty, CFP® on Mon, 09/09/2019 - 12:22
While you can't always prevent identity theft, you can proactively keep people from accessing your Social Security record online.
Side Hustles: Living the Part-Time Dream
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Mon, 09/09/2019 - 12:19
If you're dreaming of turning a side hustle into a significant source of extra income, you'll need to be prepared to commit to it.
Your College Student’s Financial Empowerment Plan
Posted by Joelle Spear, CFP® on Mon, 09/09/2019 - 12:10
It’s never too late to start developing a personal financial empowerment plan for your child.
Rebalancing: The Fine Art of Portfolio Realignment
Posted by Chris Gullotti, CFP® on Fri, 08/09/2019 - 09:31
Restoring your targeted asset mix at least once a year is critical to keeping your investment strategy on track.
Higher Education Update: What Parents and Grandparents Need to Know
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Tue, 08/06/2019 - 09:29
If you're the parent or grandparent of a current or prospective college student, you might be interested in learning about the projected higher education costs and changes in financial aid formulas for 2019-2020.
Do You Qualify for a Childcare Tax Break?
Posted by Joelle Spear, CFP® on Tue, 08/06/2019 - 09:11
Certain tax benefits may help you offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Defending Your Home Against Change-of-Address Scams
Posted by Michael Flaherty, CFP® on Tue, 08/06/2019 - 08:51
Anyone can change your mailing address, putting your financial security at risk. How can you protect against this growing identity theft threat?