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December 18, 2020
Categories
  • Blog

Health of Your Financial Future

We visit doctors to maintain our physical health, but who do doctors visit to maintain their financial well-being? Helping us maintain good physical health is what […]
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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

Examining Your Financial Ghosts of Christmas Pasts

Analyzing your past financial decisions is essential to changing behaviors As Charles Dickens tells us in his celebrated Christmas fable, the self-defeating ways we behave financially […]
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November 25, 2020
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8 Point Year-End Financial Planning Checklist

The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a […]
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November 25, 2020
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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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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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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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