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May 26, 2020
Categories
  • Blog

How Can You Prepare for Healthcare Expenses in Retirement?

Rising healthcare costs are on everyone’s mind, even for affluent people. In fact, 69 percent of affluent pre-retirees cite rising healthcare costs as one of their […]
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May 25, 2020
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  • Blog
  • Retirement

How and When to Pay Plan Expenses with Plan Assets

Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and necessary” retirement plan expenses that can […]
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March 16, 2020
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  • Blog

Business Insurance and the Coronavirus – What You Should Know

With the circulating news, fears, restrictions, and updates on the Coronavirus (COVID-19), we are receiving an increasing number in phone calls relating to coverage for business […]
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March 11, 2020
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  • Blog

How You Drive Isn’t Everything

We know that everyone needs insurance, but how many of us actually know what ingredients impact our insurance rate? Most would think that how much you […]
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March 9, 2020
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  • Blog

4 Common Worker’s Comp Mistakes

Most employers view Worker’s Compensation as just another unavoidable cost of doing business. It usually falls into the “out of sight, out of mind” category when […]
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January 10, 2020
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  • Blog

Using an Umbrella to Cover Gaps in Coverage

In today’s “litigation culture,” with million-dollar legal settlements all too common, anyone – including you and your family – could easily face ruin from a lawsuit, […]
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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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