Debunking Five Common Sales Myths about Long Term Care Insurance
Posted by Daniel Flanagan, CPA/PFS, CFP®, AEP® on Tue, 09/04/2018 - 08:54
Research the facts before you buy a policy to make sure you're not swayed by unsubstantiated sales pitches.
What Should You Do with a Sudden Windfall?
Posted by Chris Gullotti, CFP® on Mon, 08/13/2018 - 08:35
It's important to consider how sudden wealth--either expected or unexpected--could present both financial opportunities and challenges.
Health Savings Accounts: Easing the Sting of Rising Medical Costs
Posted by Joelle Spear, CFP® on Mon, 08/06/2018 - 15:25
The increasing use of high-deductible plans are making HSAs a tax-advantaged savings option people can no longer afford to ignore.
Pain at the Pump: What's Driving Higher Gas Prices
Posted by Michael Flaherty, CFP®, CRPS® on Mon, 08/06/2018 - 13:05
Americans are spending $69 more per month on gas this summer than last summer. And don't expect big price drops anytime soon.
Five Ways to Avoid or Minimize Probate
Posted by Daniel Flanagan, CPA/PFS, CFP®, AEP® on Mon, 08/06/2018 - 12:16
Bypassing probate enables your estate to go to your beneficiaries without any court proceeding, potentially saving time and expenses.
Discovering Your Inner Philanthropist
Posted by Canby Financial Advisors on Mon, 08/06/2018 - 12:04
You don't have to have the wealth of Warren Buffett or Melinda Gates to identify and act on your philanthropic passions and priorities.
Creating A Legacy of Life Experiences: A Self-Interview Guide
Posted by Chris Gullotti, CFP® on Mon, 07/16/2018 - 14:53
The most important legacies you may leave are your thoughts, life experiences and lessons learned.
Canby Financial Advisors Market Commentary for the Quarter Ended 6/30/2018
Posted by Christopher Borden, CRPS® on Mon, 07/16/2018 - 14:32
For some investors, the first six months of 2018 have reinforced a belief that econonic and political risks outweigh opportunities. Yet investment values have held fairly steady. Will this continue?
Decoding the “Alphabet Soup” of Advisor Designations
Posted by Chris Gullotti, CFP® on Tue, 07/10/2018 - 13:53
CFP®. CRPS®. AEP®. Learn what these and other industry designations mean and why they matter.
Identifying Your W-4 "Goldilocks Zone"
Posted by Daniel J. Flanagan, CPA/PFS, CFP®, AEP® on Tue, 07/10/2018 - 13:27
With the new tax rules, you'll want to make sure that the amount Uncle Sam withholds from your paycheck is "just right."