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April 23, 2019
Jargon? Jar-Gone!
Categories
  • Blog

Jargon? Jar-Gone!

Whether you’re new to “adulting” or working to achieve a new financial goal, understanding the terms and practices that you need to know can be a […]
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April 16, 2019
Budgeting for Major Life Events
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  • Blog

Budgeting for Major Life Events

Life is full of twists and turns. From milestones to major life choices, the price tag of change can shake up your budgeting strategy more than […]
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April 12, 2019
Selecting Safe Drivers
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  • Blog

Selecting Safe Drivers for your Business

Your employees are one of the main drivers of your business. But when it comes to actually putting them behind the wheel, are you selecting safe […]
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April 9, 2019
April Employee of the Month
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  • Blog

April Employee of the Month: Lesli Moeslein

Please join us in congratulating Lesli Moeslein for being selected as April’s Employee of the Month.  Lesli has been with DFG for less than one year […]
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April 9, 2019
Ten Reasons to Roll Over Into Your Plan Versus an IRA
Categories
  • Newsletter

Ten Reasons to Roll Over Into Your Plan Versus an IRA

Michael Viljak, Manager, Advisor Development Do you have employees in a prior employer’s retirement plan? Should they transfer these assets to a personal IRA or into […]
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April 9, 2019
Categories
  • Newsletter

Hey Joel! – Should We Consider Life Insurance In Our Retirement Plan?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, Should we […]
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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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