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, 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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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
