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5 Modifications to Make to Your Finances After Buying a Home5 Modifications to Make to Your Finances After Buying a Home5 Modifications to Make to Your Finances After Buying a Home5 Modifications to Make to Your Finances After Buying a Home
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April 5, 2022
Categories
  • Blog

5 Modifications to Make to Your Finances After Buying a Home

5 Modifications to Make to Your Finances After Buying a Home Buying a home is one of the most financially significant events of your life. But […]
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April 1, 2022
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  • Blog

IRS/DOL Audits Are Increasing Dramatically Are You Ready?

IRS/DOL Audits Are Increasing Dramatically Are You Ready? Facts you should know If your plan has not been recently audited, it is likely only a matter […]
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April 1, 2022
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Financial Hypochondria: When Investment Vigilance Becomes a Problem

Financial Hypochondria: When Investment Vigilance Becomes a Problem Plan sponsors invest much time and effort in improving employee financial literacy. They offer educational content, provide opportunities […]
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April 1, 2022
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The Risk of 401(k) Lawsuits: If It Can Happen to Them…

The Risk of 401(k) Lawsuits: If It Can Happen to Them… When a giant organization with extensive resources gets sued for alleged ERISA compliance failures — […]
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March 17, 2022
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Your condo is your castle, and we can help protect it.

Your condo is your castle, and we can help protect it. The following content and product mentioned in this blog are specific to Grange Insurance. Buying […]
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March 14, 2022
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Every Plan should have a Committee Charter and Here’s Why

Every Plan should have a Committee Charter and Here’s Why Although not legally required by ERISA, a retirement plan committee charter is a very important document […]
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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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