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Survey Says… What’s Your Take on Financial Wellness Programs?Survey Says… What’s Your Take on Financial Wellness Programs?Survey Says… What’s Your Take on Financial Wellness Programs?Survey Says… What’s Your Take on Financial Wellness Programs?
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March 10, 2022
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  • Blog

Survey Says… What’s Your Take on Financial Wellness Programs?

Survey Says… What’s Your Take on Financial Wellness Programs? A recent comprehensive TIAA survey of financial wellness plan participant perceptions may be helpful to plan sponsors […]
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February 9, 2022
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Thanks for the Memories: Gratitude and Financial Wellness

So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the language of behavioral economics, the tendency […]
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January 13, 2022
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Financial Wellness Needs a Long and Short Game

Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations In the retirement plan industry, all too often we tend to […]
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January 13, 2022
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Ten Things to Know About Your Employer’s Retirement Plan

What it is? Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement. Federal and sometimes state taxes on your […]
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December 29, 2021
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After a big year for cryptocurrencies, what’s on the horizon in 2022?

The year 2021 was marked by several major breakthroughs for cryptocurrencies. For one, new crypto applications like non-fungible tokens (NFTs) gained ground, with sales of these […]
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December 10, 2021
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How to Prioritize What’s Important in Your Budget

Following a budget is essential to financial health, but it’s challenging for many people to create one and stick to it. Learn how to prioritize your […]
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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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