David Jaeger, CFP®
David Jaeger works with individuals and families as they navigate various financial opportunities and challenges throughout their lives. David enjoys learning about each client’s unique situation and specific goals so that he can work with them to provide clarity and relieve stress.
David earned his BA in History from Loyola University Maryland and is a CERTIFIED FINANCIAL PLANNER™ professional. He is an active member of both the Boston Estate Planning Council and South Shore Young Professionals.
Advisory services offered through Canby Financial Advisors, LLC, an Investment Adviser registered with the U.S. Securities and Exchange Commission. SEC registration does not constitute an endorsement by the SEC nor a statement about any skill or ability.
Phone: 508.598.1082 | Email: djaeger@canbyfinancial.com | Website: www.canbyfinancial.com
Latest articles by David Jaeger, CFP®
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Decluttering and Selling Your Stuff? What to Know About Taxes
Clearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.
By David Jaeger, CFP®
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Health Care Costs: What You Can Expect to Pay and How to Save
health insurance From premiums to co-pays, health care is one savings goal you can't afford to ignore. Understanding how high-deductible health plans and HSAs work may help.
By David Jaeger, CFP®
health insurance -
A Financial Planner Answers 10 Common Gift Tax Questions
taxes Generous gifts can have tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.
By David Jaeger, CFP®
taxes -
Medicare Checklist: Avoid Costly Enrollment Mistakes
When you sign up for each part of Medicare matters. This enrollment checklist flags important info you need to know.
By David Jaeger, CFP®
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How to Slash Kiddie Taxes on Your Child's UTMA Account
Gifts to children can come with tax strings. To keep your child's gift growing and avoid tax bills for yourself along the way, consider this long-term strategy.
By David Jaeger, CFP®
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A 529 Plan Strategy That Could Help Boost Your Financial Aid
Saving for college for all your kids in one 529 savings account could mean they'll get less in financial aid. Separate custodial 529s might be a better bet.
By David Jaeger, CFP®
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4 Potential ‘Silver Linings’ for Seniors in 2023
Struggling seniors have had a lot to worry about in 2022. There’s some good news for 2023, though, that may make life a little easier, such as a Social Security raise.
By David Jaeger, CFP®
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Five Big Tax Breaks at Work
tax planning Did the 2021 tax refund you expected turn into a surprise tax bill? Taking advantage of your employee benefits package could help you lower your taxable income.
By David Jaeger, CFP®
tax planning
