Why Beating the 2018 IRA Deadline Makes Sense
Posted by Chris Gullotti, CFP® on Tue, 03/05/2019 - 10:02
Even though tax filing season is well under way, there's still time to make IRA contributions for 2018.
Using IRAs to Fund Your Philanthropy
Posted by Chris Gullotti, CFP® on Mon, 02/04/2019 - 15:37
Qualified Charitable Distributions from your Traditional IRAs can support your favorite charities and potentially reduce your taxable income.
Should You Pay Off Your Mortgage or Invest?
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Mon, 02/04/2019 - 12:49
Must you choose between these goals, or can you do both?
Do You Really Know What Your Capital Gains Taxes Are?
Posted by Michael Flaherty, CFP® on Mon, 02/04/2019 - 11:41
If you're an investor, capital gains taxes are inevitable. But do you really know what you're paying for?
Beyond Insurance: Asset Protection Strategies for Women
Posted by Joelle Spear, CFP® on Mon, 02/04/2019 - 11:24
As women continue to work and earn money, run their own businesses and become their family's main breadwinners, asset protection planning is becoming a vital priority.
Canby Financial Advisors Market Commentary for the Quarter Ended 12/31/2018
Posted by Chris Borden, CRPS® on Tue, 01/15/2019 - 12:14
While the year ended on a negative note and uneasiness remains, many participants continue to have a positive outlook as 2019 begins.
Managing Your Monetary Workforce
Posted by Chris Gullotti, CFP® on Fri, 01/11/2019 - 16:50
Think of yourself as CEO of a monetary workforce which has a variety of different jobs.
Three Financial New Year’s Resolutions
Posted by Joelle Spear, CFP® on Wed, 01/09/2019 - 13:34
While you’re (hopefully) carrying out your New Year’s resolutions, consider adding a review of your finances to your list.
Clearing Five Areas of Confusion About the New Tax Laws
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Wed, 01/09/2019 - 13:23
While higher standard deductibles and lower tax brackets mean that most Americans will pay less to Uncle Sam, there’s still a great deal of confusion over what the Tax Cuts and Jobs Act of 2017 does and doesn’t allow.
Protecting Your Credit this Holiday Season and Beyond
Posted by Chris Gullotti, CFP® on Tue, 12/04/2018 - 10:24
There are several strategies you can use to protect against credit-related identity theft and fraud--and all are free of charge.