Catch-up Contributions—Another Reason Why Fifty is Nifty
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 02/06/2020 - 11:07
Once you hit this milestone you may be able to contribute up to $6,500 more to your retirement plan every year.
Canby Financial Names Joelle Spear as Partner
Posted by Canby Financial Advisors on Thu, 02/06/2020 - 09:12
For more than 18 yeas, Joelle has helped guide individuals and families through every stage of their lives.
Ten Tips for Safeguarding Your Financial Information
Posted by Joelle Spear, CFP® on Thu, 02/06/2020 - 09:08
Millions of Americans are affected by identity theft and fraud each year. Here are some common-sense ways to safeguard your financial information both at home and online.
Canby Financial Advisors Market Commentary for the Quarter Ended 12/31/2019
Posted by Christopher Borden, CRPS® on Tue, 01/14/2020 - 11:21
Will 2019's unexpected gains continue this year?
What Will Your Medicare Costs Be in 2020?
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Mon, 01/13/2020 - 08:37
Here's a look at some of the costs that will apply in 2020 if you're enrolled in Original Medicare Part A and Part B.
Building a Solid Asset Protection Plan
Posted by Chris Gullotti, CFP® on Mon, 01/13/2020 - 08:29
Although commonly associated with offshore trusts, asset protection planning takes many forms, for every type of individual.
The Perplexing Tax You May Never Have to Pay
Posted by Joelle Spear, CFP® on Thu, 01/09/2020 - 12:37
Few taxes create more confusion than the federal gift tax, which is ironic, considering how few people will ever need to pay it.
The SECURE Act: What's in it for You?
Posted by Canby Financial Advisors on Mon, 12/30/2019 - 09:26
This newly acted legislation offers important benefits and considerations may require you to rethink some of your financial planning decisions.
So You Want to Be a Household Employer
Posted by Joelle Spear, CFP® on Thu, 12/05/2019 - 10:04
If you’ve been thinking about hiring in-home help, make sure you understand what it means to be an employer.
Navigating the Maze of Student Loan Repayment Options
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 12/05/2019 - 09:43
There are a variety of repayment choices available to help lessen the sizable burden of post-graduation debt.