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March 25, 2024
Categories
  • Blog

Is the Roth 401(k) an Option for You?

Is the Roth 401(k) an Option for You? Taking a closer look at whether it might be appropriate for your situation Since it first became available […]
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March 25, 2024
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Why 401(k)s Often Fare Better than IRAs

Why 401(k)s Often Fare Better than IRAs Especially during times of challenging markets, 401(k)s might be better Despite the challenging market conditions, 401(k) balances often fare […]
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March 25, 2024
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Tips for Locating Missing 401(k) Participants

Tips for Locating Missing 401(k) Participants Strengthens the integrity and success of the employer-sponsored plan Retirement planning is a journey that requires careful navigation, not just […]
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March 25, 2024
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DOL’s Mandate for Employers to Monitor 401(k)s

DOL’s Mandate for Employers to Monitor 401(k)s Ensuring compliance when it comes to monitoring fees and services In the realm of retirement planning, 401(k) accounts stand […]
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March 4, 2024
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Strategies for Maximizing Workplace Retirement Benefits

Strategies for Maximizing Workplace Retirement Benefits Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is […]
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February 26, 2024
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The Double-Edged Sword of Retirement Planning

The Double-Edged Sword of Retirement Planning Inflation impacts today’s savings rates and tomorrow’s retirement comfort Inflation, the silent force shaping our economic landscape, often creeps into […]
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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

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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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