News & Insights

What Should You Do with a Sudden Cash Windfall?

It's important to consider how sudden wealth--either expected or unexpected--could present both financial opportunities and challenges.  

Health Savings Accounts: Easing the Sting of Rising Medical Costs

The increasing use of high-deductible plans are making HSAs a tax-advantaged savings option people can no longer afford to ignore.  

Pain at the Pump: What's Driving Higher Gas Prices

Americans are spending $69 more per month on gas this summer than last summer. And don't expect big price drops anytime soon.  

Five Ways to Avoid or Minimize Probate

Bypassing probate enables your estate to go to your beneficiaries without any court proceeding, potentially saving time and expenses.

Discovering Your Inner Philanthropist

You don't have to have the wealth of Warren Buffett or Melinda Gates to act on your philanthropic passions and priorities.  

Creating A Legacy of Life Experiences: A Self-Interview Guide

The most important legacies you may leave are your thoughts, life experiences and lessons learned. 

Canby Financial Advisors Market Commentary for the Quarter Ended 6/30/2018

For some investors, the first six months of 2018 have reinforced a belief that econonic and political risks outweigh opportunities. Yet investment values have held fairly steady. Will this continue?

Decoding the “Alphabet Soup” of Advisor Designations

CFP®. CRPS®. AEP®.  Learn what these and other industry designations mean and why they matter.  

Identifying Your W-4 "Goldilocks Zone"

With the new tax rules, you'll want to make sure that the amount Uncle Sam withholds from your paycheck is "just right." 

A Seven Point Checklist for Your Estate Plan

Following these steps can help ensure your estate plan aligns with your goals and needs.