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Preparing for the Sequel to the SECURE Act: 2.0Preparing for the Sequel to the SECURE Act: 2.0Preparing for the Sequel to the SECURE Act: 2.0Preparing for the Sequel to the SECURE Act: 2.0
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December 29, 2022
Categories
  • Blog

Preparing for the Sequel to the SECURE Act: 2.0

Preparing for the Sequel to the SECURE Act: 2.0 Congress still has some work to do, but hopefully we’ll see progress The Setting Every Community Up […]
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December 29, 2022
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Starting Your New Year Off on the Right Foot

Starting Your New Year Off on the Right Foot Today, unlike previous generations, there is an extensive array of financial information that steadily flows from the […]
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December 29, 2022
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Participant Corner: Retirement Word Scramble

Participant Corner: Retirement Word Scramble Investing your money into retirement savings early is important to setting yourself on the path to your ideal retirement. Whether you […]
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December 29, 2022
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Workers Are Turning to Employers for Inflation Help

Workers Are Turning to Employers for Inflation Help With inflation at its highest levels in more than four decades, it’s not surprising that nearly three in […]
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December 29, 2022
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Speaking of One Percent

Speaking of One Percent Since the contribution limits were recently raised by 10% 401(k), 403(b) and most 457 plans (to $22,500), we thought now might be […]
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December 29, 2022
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IPS Can Still Add Value for Plans Despite Goldman Sachs Dismissal

IPS Can Still Add Value for Plans Despite Goldman Sachs Dismissal Investment policy statements (IPSs) are commonplace among retirement plans — with around 83% providing 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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