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The Most Common Estate Planning Mistakes and How To Avoid ThemThe Most Common Estate Planning Mistakes and How To Avoid ThemThe Most Common Estate Planning Mistakes and How To Avoid ThemThe Most Common Estate Planning Mistakes and How To Avoid Them
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October 23, 2023
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  • Blog

The Most Common Estate Planning Mistakes and How To Avoid Them

The Most Common Estate Planning Mistakes and How To Avoid Them In the realm of estate planning, the ripple effects of our oversights often linger long […]
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October 23, 2023
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Tips for Safeguarding Your Identity Online

Tips for Safeguarding Your Identity Online Adopt a proactive approach to ensure your data remains uncompromised Identity theft, one of the fastest-growing cybercrimes, can derail your […]
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October 6, 2023
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Participant Corner: Smart Portfolio Stress Testing, Your Retirement Safety Net

Smart Portfolio Stress Testing: Your Retirement Safety Net You’ve been diligent—saving, monitoring retirement accounts, consulting your advisor. But are you prepared for life’s uncertainties? Your retirement […]
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October 6, 2023
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Hardship Distributions Surge: Strategies for a Troubling Trend

Hardship Distributions Surge: Strategies for a Troubling Trend More and more workers are taking hardship distributions from their 401(k) accounts, a recent report shows. Bank of […]
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October 6, 2023
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Empowering Employees through Financial Literacy

Empowering Employees through Financial Literacy In the modern era of numerous investment options and economic challenges, understanding the concept of money, known as financial literacy, holds […]
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October 6, 2023
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Plan Sponsors Can Help Social Security Early Birds Build Their Retirement Nest Egg

Plan Sponsors Can Help Social Security Early Birds Build Their Retirement Nest Egg Two-fifths of pre-retirees say they plan to start taking Social Security benefits before […]
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group and its affiliates are separate entities. Cambridge Investment Research, Inc. Form CRS

Diversification and asset allocation strategies do not assure profit or protect against losses.
Brian Duncan, David Duncan, Nancy Conners, Edward Kavo, Alex Kline, Tim Kunkle, Robert McCalmont, Larry Qvistgaard, Frank Zoracki, Don Waite, Ron Kims, Julie Snyder, and Robb Stottlemyer are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Greg Hicks and Kristen Hull are registered representatives of Cambridge Investment Research, Inc. They are collectively registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY
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