News & Insights

Your Year-End Retirement Plan Maintenance Checklist

As 2018 winds down, a comprehensive review of your retirement plan accounts should make it to the top of your year-end to-do list. 

A Hair-Raising Strategy for Generating Cancer Awareness

Canby's Dan Flanagan is "growing a mo'" in November to help generate greater awareness of men's health issues. 

New Cost of Living Adjustments for Retirement Plans in 2019

Elective annual contribution and compensation limits are rising. 

So, You’re Getting Some Restricted Stock Units (RSU)

Restricted Stock Units (RSUs) are an employer benefit you shouldn't take for granted. Here's what you need to know about them. 

Choosing the Right Beneficiary for Your IRA

Under which conditions should you consider designating your spouse, your children, or a trust as your beneficiary?

Protecting Your College Student’s Well-Being from Afar

Having your college-age students sign a health care proxy and a durable power of attorney (durable POA) may give all of you greater peace of mind. 

Canby Financial Advisors Market Commentary for the Quarter Ended 9/30/2018

Away from the front page headlines, the US economy continues to exhibit strength.

Negotiate, Reactivate or Terminate: Your Expiring Term Life Insurance Dilemma

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

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?

More than 10% of the entire S&P 500 market cap is being reclassified--including many household names.