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Our Recent Newsletters

February 23, 2024
Tax Planning Strategies for Retirees: Minimizing Your Tax Burden

Tax planning is a cornerstone of a solid retirement plan, ensuring you can enjoy retirement while maximizing the savings accumulated throughout your career. Understanding how different income sources are taxed, and leveraging strategies to minimize these taxes is critical. Additionally, the guidance of a trusted financial advisor is indispensable. Someone who knows your situation and […]

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January 23, 2024
Long-Term Care Financial Planning: A Comprehensive Guide

As a financial planning firm, we understand the importance of preparing for all life's stages, especially the later years. One critical aspect that often goes overlooked is long-term care financial planning. It's about more than just saving; it's about strategically preparing for the financial demands that come with aging. In this post, we'll explain why […]

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December 8, 2023
Canty Financial Firm Updates & Our Services

We are excited to begin 2024, marking the 37th year of our firm's history. As we continue our journey, here are some important updates and enhancements to our services that we're thrilled to share with you. Firm Updates and Our Services: Market Overview: Read our latest market insights and our recent rebalance strategy in our […]

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October 25, 2023
Market Commentary & Recent Rebalance Q4 2023

Trade Rationale: Seizing Opportunities Amid Market Volatility Following a weak September and October performance, the stock market has rallied significantly since the beginning of November. In the two weeks from October 27 through November 10, the S&P 500 jumped 7.2%. This was following a report of lighter than expected CPI/ inflation, and the possibility that […]

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