News & Insights

The holiday season is a busy time for everyone—especially cyber thieves. While shopping online for the best deals, it’s critical to be aware of common scams and risky online behavior that could ruin the holidays. Keep these tips in mind to better protect yourself.

Consider sharing this infographic with the young adults in your life.  

If you're looking for creative ways to "give back" to your community or society at large, consider joining a nonprofit board of directors. But where do you begin?

Health flexible spending accounts (FSAs) are a great way for individuals to pay qualified medical and dental expenses using pre-tax dollars. While IRS rules do allow employers to offer either a carryover or grace period option for money left over in flexible spending accounts, many employer FSA plans still have provisions that don't allow for funds contributed to an FSA to carry over from one plan year to the next. In other words, if you don't use it, you lose it. If you find that you still have money left over in your FSA as the end of the year approaches, there are a number of ways to spend down your account balance.

A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your financial situation?

A will is often the cornerstone of an estate plan. Here are five things you can do with a will.

After years of dutiful payments, you find yourself in the enviable position of having enough accumulated savings or discretionary income that you could aggressively pay down—or completely pay off—your mortgage. But should you? Are there better ways to ensure your financial security?

You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to miss time at work, you could get by because you have group disability insurance. Unfortunately, you may be in for a big surprise. Here are some myths and misunderstandings about group disability insurance.

On Tuesday, October 17, Canby Financial Advisors hosted a client event at the deCordova Museum and Sculpture Park titled “Preparing for your 8,000-Day Retirement” based upon research from the MIT AgeLab and presented by Stephen Parnell of Hartford Funds.

The MIT AgeLab has identified that Americans can expect a 22-year, or 8,000-day, retirement.  The time will not pass homogeneously, but instead in four phases:  The Honeymoon Phase, The Big Decision Phase, The Navigating Longevity Phase, and The Solo Journey Phase.   

Read on for our advisors’ favorite lessons from the presentation.

Have you ever used Dropbox or Box.com? How about web-based mail, like Gmail, Yahoo! Mail, or Hotmail? If you consider that all of these are clouds—as are most Google apps—it’s hard to find an Internet user who doesn’t have some information in the cloud.

As cloud-based services become more prevalent, you might be wondering: Is the cloud secure enough for storing and sharing my own information?