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December 8, 2022
Categories
  • Blog

Don’t be caught off guard by the NCCI Mod Changes in 2024

Don’t be caught off guard by the NCCI Mod Changes in 2024 By Kevin Ring The experience mod is an important piece of the pricing puzzle […]
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November 30, 2022
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  • Blog

Choosing a Benefits Package That Serves Your Business and Employees

Choosing a Benefits Package That Serves Your Business and Employees As a business owner, you worked hard to grow your business. Securing your future doesn’t end […]
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November 30, 2022
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Staying on Top of Your 401(k) Can Pay Dividends

Staying on Top of Your 401(k) Can Pay Dividends Don’t just set it and forget it – tips for looking after your retirement money Lots of […]
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November 30, 2022
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Good Use of a Year-End Bonus

Good Use of a Year-End Bonus Spending money isn’t a bad thing, but spend mindfully Many companies earmarked 20122 year-end bonuses this past fall – well […]
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November 30, 2022
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8 Point Year-End Financial Planning Checklist

8 Point Year-End Financial Planning Checklist The end of the year is when a lot of deadlines come up. So, as we head to the end […]
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November 30, 2022
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Ebenezer Scrooge and Financial Change

Ebenezer Scrooge and Financial Change Understanding the key to developing an internal desire to change Ebenezer Scrooge, the infamous miser of yuletide lore, can teach us […]
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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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