1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Canby Financial Advisors
Joelle Spear joined Canby Financial Advisors in 2014. She likens every client's financial situation to a jigsaw puzzle and her role is to help them understand how the pieces fit together. To make financial planning more comprehensible â€” and sometimes even fun â€” she uses pictures to explain "the meaning behind the math." This helps to give clients a better picture of where they are today and what the future may look like.
She has an MBA with a finance concentration from Bentley University and is a CERTIFIED FINANCIAL PLANNERâ„¢ professional.
Securities and advisory services offered through Commonwealth Financial NetworkÂ®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered by Canby Financial Advisors are separate and unrelated to Commonwealth.
Follow along to learn about the decision-making process for how much and what kind of coverage you might need for yourself.
See More From: Building Wealth
Thinking about clearing out your collectibles or selling off the antique furniture Grandma left you? Be careful, because the IRS may want a cut of your windfall.
Do you know what a fiduciary is? Is the financial professional you're working with a fiduciary? Here's how to find out, and why it's important to know.
Consumers have an array of weapons at their disposal in the fight to help keep those infuriating interruptions at bay.