Negotiate, Reactivate or Terminate: Your Expiring Term Life Insurance Dilemma
Posted by Michael Flaherty, CFP®, CRPS® on Thu, 10/11/2018 - 07:57
if your term life insurance policy is set to expire soon, now is the time to explore your options.
Three Year-End Charitable Giving Options
Posted by Canby Financial Advisors on Mon, 10/08/2018 - 12:11
These options offer immediate charitable tax deduction benefits while distributing the assets to charity at a later time.
Changing Sector Classifications: What Could They Mean for Your Portfolio?
Posted by Chris Borden, CRPS® on Mon, 10/01/2018 - 10:26
More than 10% of the entire S&P 500 market cap is being reclassified--including many household names.
RMD or Not RMD? These are the Questions
Posted by Joelle Spear, CFP® on Thu, 09/06/2018 - 12:41
With many retirees owning a mix of 401(k), 403(b), Traditional, Roth, SIMPLE- and SEP-IRA accounts, figuring out Required Minimum Distributions can be a head-scratching challenge.
Charitable Giving and the New Tax Laws: What You Need to Know
Posted by Canby Financial Advisors on Thu, 09/06/2018 - 09:12
For many taxpayers, the new laws actually offer better incentives to give more.
401(k) Loans: The Option of Last Resort
Posted by Joelle Spear, CFP® on Tue, 09/04/2018 - 13:18
As tempting as it may seen, borrowing from your retirement savings bank is rarely a good way to solve a financial crisis.
Six Common Social Engineering Scams and How to Avoid Them
Posted by Chris Gullotti, CFP® on Tue, 09/04/2018 - 12:30
The Internet has made it easier than ever for scammers and criminals to exploit people's emotions.
Ten Common Misconceptions About Financial Aid
Posted by Daniel Flanagan, CPA/PFS, CFP®, AEP® on Tue, 09/04/2018 - 09:09
Don't let these myths discourage you from applying.
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.