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September 23, 2025
Categories
  • Blog

Pre-Retirement Financial Checklist: Get Your Financial House in Order

Pre-Retirement Financial Checklist: Get Your Financial House in Order Are you within a few years of retirement? Now is the perfect time to get your financial […]
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September 22, 2025
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Planning for a Longer Retirement is a Must-Do

Planning for a Longer Retirement is a Must-Do Conduct a thorough longevity risk assessment using modern planning tools Perhaps the most daunting challenge facing today’s retirees […]
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September 5, 2025
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Road to Retirement: Should You Borrow or Keep Driving?

Road to Retirement: Should You Borrow or Keep Driving? Before You Take a Retirement Plan Loan Know the Facts Your retirement plan may allow you to […]
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September 5, 2025
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Supreme Court Lowers Bar for ERISA Lawsuits

Supreme Court Lowers Bar for ERISA Lawsuits A recent Supreme Court ruling has changed the rules of the game for retirement plan lawsuits — and it […]
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September 5, 2025
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Opening the Door Wider to PE

Opening the Door Wider to PE According to the 2024 DC PLANSPONSOR Benchmarking Report, only 2.2% of plan sponsors include any alternative investments whatsoever within their […]
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September 5, 2025
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Moving Target Dates: Delayed Retirement Reality

Moving Target Dates: Delayed Retirement Reality For many American workers over 50, retirement timelines have become a moving target, with increasing numbers now planning to stay […]
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Check out the background of firms and investment professionals on FINRA's BrokerCheck.

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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