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?
Breaking the Link Between Emotional and Financial Insecurity
Posted by Joelle Spear, CFP® on Mon, 08/05/2019 - 13:56
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
Posted by Christopher Borden, CRPS® on Mon, 07/15/2019 - 08:03
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
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Tue, 07/09/2019 - 13:49
if you fail to plan for it, devastating consequences could occur.
Reducing “Gasflation” Pains This Summer
Posted by Chris Gullotti, CFP® on Tue, 07/09/2019 - 11:57
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?
Posted by Joelle Spear, CFP® on Tue, 07/09/2019 - 11:49
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
Posted by Michael Flaherty, CFP® on Thu, 06/06/2019 - 11:04
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
Posted by Chris Gullotti, CFP® on Thu, 06/06/2019 - 09:38
A $100 investment every five years can dramatically reduce the time you spend waiting in line at the airport when you travel overseas.