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January 25, 2021
Categories
  • Blog

Did COVID-19 Force You to Wrongly Rebalance?

There is no question that COVID-19 has caused untold damage to your retirement plan. Whether you are a few years away from beginning to draw down […]
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December 18, 2020
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  • Blog

3 Topics to Cover During Your Annual Review

When you meet with your financial advisor for your year-end checkup, what should you ask? Should you just show up and listen to what your advisor […]
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December 2, 2020
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  • Blog

The 10% Savings Goal

Most people need to save more — often a lot more — to build a nest egg that can meet their needs. Many financial experts recommend […]
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November 25, 2020
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  • Blog

Good Use of a Year-End Bonus

Spending money isn’t a bad thing, but spend mindfully Many companies earmarked 2020 year-end bonuses this past fall – well before the markets reversed course. As […]
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October 29, 2020
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  • Blog

10 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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October 13, 2020
Categories
  • Blog
  • Retirement

Crossing the Bridge into Retirement

It’s fairly common for discussions of retirement planning to focus solely on the financial aspects of securing a comfortable retirement. But, few individuals may take the […]
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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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