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Participant Corner – Five Key Strategies for a Successful RetirementParticipant Corner – Five Key Strategies for a Successful RetirementParticipant Corner – Five Key Strategies for a Successful RetirementParticipant Corner – Five Key Strategies for a Successful Retirement
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June 13, 2025
Categories
  • Blog

Participant Corner – Five Key Strategies for a Successful Retirement

Five Key Strategies for a Successful Retirement As tax laws evolve and personal financial situations change, it’s essential to stay informed about strategies that can help […]
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June 13, 2025
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  • Blog

More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In-Plan

More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In-Plan A recent Fidelity report reveals that over 80% of plan sponsors prefer to allow […]
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June 13, 2025
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The Retirement Planning Gap Affecting Two in Three Investors

The Retirement Planning Gap Affecting Two in Three Investors Despite the importance of retirement planning, a staggering 67% of investors admit to spending no time at […]
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June 13, 2025
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The Power of Small Data for Retirement Plan Sponsors

The Power of Small Data for Retirement Plan Sponsors As a plan sponsor, you probably spend a fair amount of time dealing with it one way […]
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May 22, 2025
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Don’t Let Market Volatility Wreck Your Retirement Portfolio

Don’t Let Market Volatility Wreck Your Retirement Portfolio I’m always surprised by how many new clients don’t know how much of their portfolio is actually at […]
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May 22, 2025
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Interest Rate Trends & the Impact on Real Estate

Interest Rate Trends & the Impact on Real Estate Sharper analysis and greater selectivity can uncover opportunities in 2025 In today’s market, interest rates remain one […]
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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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