Larry Canada, AGI Financial

10/13/2023

10/06/2021

Thinking of making a gift to a university? Here are a few key details for donors to think about.

Unless you’re very specific about how you give money to a university, it may not be used for what you had in mind.

10/03/2021

The IRS has announced that interest rates will remain the same for the next quarter. Take a look:

IR-2021-173, August 25, 2021 — The Internal Revenue Service today announced that interest rates will remain the same for the calendar quarter beginning October 1, 2021.

09/30/2021

Every couple handles finances differently, but it's important to communicate clearly when it comes to these key issues.

Are you and your spouse on the same page?

09/27/2021

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09/25/2021

Did you know there are no income limits on Roth 401(k) contributions? Reach out if you have any questions.

About 75% of 401(k) plans allow for Roth contributions. But the share of savers using Roth accounts is stubbornly low, according to retirement experts.

09/22/2021

Why is "fad investing" on the rise? And what's the difference between a fad and a trend? Find out more.

Why investors need to be cautious about buying stocks of cryptocurrencies, cannabis and SPACs

09/19/2021

Many people surprised themselves by deciding to retire early during the past year. Here's how and why they did it.

Millions more people than expected joined the ranks of the retired in the pandemic. While some did so joyfully, others were reluctant or had no choice.

09/16/2021

Some of us may decide to "unretire" after spending a few months or years out of the workforce. What does this mean for a person's taxes, benefits and overall financial situation?

Reach out if you'd like to discuss anything.

09/13/2021

The twice-monthly newsletter discusses everyday finance topics.

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09/04/2021

Many Americans believe the country is facing a retirement crisis. Can a few key policy actions make a difference?

Millennials and Generation X are significantly more worried about retirement than older generations. Their worry is warranted.

09/01/2021

Don't make the mistake of underestimating your longevity (or of avoiding thinking about the issue altogether). Here are a few things to keep in mind.

Financial planners say underestimating how long you will live reduces the chances your retirement plan will yield enough money to last your lifetime.