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May 26, 2020
Categories
  • Blog

4 Retirement Plan Options When Changing Jobs

How you choose to deal with your retirement plans when changing jobs will have a lasting impact on the size of your nest egg and ultimately […]
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May 26, 2020
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  • Blog
  • Retirement

Is it Time for a Plan Refresh?

The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a). However, there […]
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May 26, 2020
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  • 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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April 29, 2020
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Four Basic Steps for a Successful Retirement

We know that not everyone is financially-savvy, and that can make planning for retirement difficult. Fortunately, there are some basic steps that you can follow to […]
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April 28, 2020
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Yes. Time is Everything

Time in the market has proven better than trying to time the stock market. The recent market volatility brought on by COVID-19 has been unsettling to […]
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April 2, 2020
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  • Blog

Five Key Decisions for a Successful Retirement

Life is a series of decisions, and everyone has to live with the results of the decisions they make. One of the most serious decisions that we […]
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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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