Cannon Financial Institute
Vol. 6 Iss. 9 - September 2014 -

Cybersecurity: What you need to know right now

Every week brings a new story of compromised financial information. How can financial institutions keep their clients' information safe from prying eyes and data thieves?


Looking to sell? Determine the value of your financial advisory practice

When an advisor starts to think about selling his or her financial advisory practice, there are several important factors to consider before selling.


Tax planning: How to turn a vacation property into a fiscal ally

While many clients may be thinking about what they need to do now to afford a second home, too few are thinking about what they can also do to minimize their taxable estate.