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August 25, 2020
Categories
  • Blog

Beneficiary 101

What are the consequences of an incomplete or inaccurate beneficiary form? If no beneficiary is designated, the 401(k) plan most likely points the money to your […]
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August 25, 2020
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  • Blog

How Much Life Insurance Is Enough?

You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event […]
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August 25, 2020
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  • Blog

What to Do When Your Term Life Insurance Is Expiring

Many families are discovering that a 20-year term for a life insurance policy isn’t enough. In an ideal world, you buy life insurance when your kids […]
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August 21, 2020
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How to Prepare and Invest in Your Child’s Education

A college education is a financial equation of two halves: the cost of the investment to attend and the potential income related to the degree earned. […]
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August 11, 2020
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6 Tips for Wealth & Sanity

Investing can be stressful, but it doesn’t have to be. If you have a portfolio that was built for you and use the help of a […]
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August 10, 2020
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Teaching Children Good Financial Habits

Instilling in children good attitudes about working, earning, saving, and investing is an important part of being a parent. Teaching your kids about money is something […]
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Check out the background of firms and investment professionals on FINRA's BrokerCheck.

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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