News & Insights

Using IRAs to Fund Your Philanthropy

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?

Must you choose between these goals, or can you do both?

Do You Really Know What Your Capital Gains Taxes Are?

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

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

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

Think of yourself as CEO of a monetary workforce which has a variety of different jobs.

Three Financial New Year’s Resolutions

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

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

There are several strategies you can use to protect against credit-related identity theft and fraud--and all are free of charge. 

Curbing Health Care Costs All Life Long

While it’s impossible to predict how much health care will cost in the future, there are a number of strategies that may help reduce the financial burden.