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April 16, 2019
Budgeting for Major Life Events
Categories
  • Blog

Budgeting for Major Life Events

Life is full of twists and turns. From milestones to major life choices, the price tag of change can shake up your budgeting strategy more than […]
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April 2, 2019
10 Wise Ways to Spend Your Tax Return
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  • Blog

10 Wise Ways to Spend Your Tax Return

Tax season has almost come to a close! And what better way to celebrate than with using the income tax return you earned back? If you’re […]
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March 20, 2019
Renting Vs. Purchasing a Home
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  • Blog

Your Guide To Renting vs. Purchasing A Home

They say “Home is where the heart is”, but if you’re in the midst of debating whether to rent or purchase your dream home, it can […]
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March 8, 2019
Categories
  • Blog

“The Money Talk”: Money & Marriage

Whether you are looking forward to tying the knot or already basking in marital bliss, sooner or later you’re going to have to pop the question: […]
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March 4, 2019
Visualize Retirement Workbook
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  • Newsletter

Visualize Retirement Workbook

Retirement planning is both a financial and nonfinancial process. You may have received financial resources from your employer or financial advisor. But putting money aside now […]
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March 4, 2019
Categories
  • Newsletter

Visualize Retirement What Are Your Participants Saving For?

All too often, retirement planning success is measured purely by financial metrics: savings amounts (15 percent per year), income replacement ratios (75 percent of preretirement income), […]
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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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