News & Insights

Breaking the Link Between Emotional and Financial Insecurity

Feelings of loneliness and isolation are often accompanied by financial worries. Fortunately, there are ways to fight against these emotional stresses. 


Canby Financial Advisors Market Commentary for the Quarter Ended 6/30/2019

While media headlines highlight the risks to the economy and our political process, the US economy and broad investment markets continue to post impressive results. 

Incapacity: A Possibility You Can’t Afford to Ignore

if you fail to plan for it, devastating consequences could occur.

Reducing “Gasflation” Pains This Summer

It's not your imagination. Gas prices do rise during the summer--and here's why. 

Extended Vehicle Warranties: Worthwhile Protection or Waste of Money?

Whether one is worth the cost depends on a number of factors. Fortunately, you don't necessarily have to decide the moment you're buying the vehicle. 

Saying "No!" to Social Security Phone Scams

Phone scammers posing as Social Security Administration officials stole more than $10 million from victims in 2018. And not all of those taken in were senior citizens.

Global Entry: Travel-with-Benefits

A $100 investment every five years can dramatically reduce the time you spend waiting in line at the airport when you travel overseas.

Long-Term Disability Insurance: A Potentially Life-Changing Investment

If you're unable to work for an extended period of time, disability insurance may be your best defense against financial hardships.

Buy-Sell Agreements: What Every Business Owner Should Know

Having a plan in place to ensure the continuity of your business should anything happen to you is essential. 

Read Dan Flanagan's New SumNEWS article on Improving Referrals

Dan's article, Proactive Matchmaking: A Better Referral Approach, appears in the May 2019 edition of this publication from the Massachusetts Society of CPAs.