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February 26, 2021
Categories
  • Blog

Your Tax Strategy

Timing Is Everything Lowering your tax bill starts with planning for both the short- and long-term. By aligning your tax strategies with your financial strategies, the […]
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December 19, 2019
Categories
  • Blog

7 Hidden Ways to Boost Your Tax Return

April 15th is right around the corner! If that date doesn’t ring a bell, April 15th is the deadline for filing your income tax return. Although […]
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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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January 30, 2019
SaveYourRefund
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  • Blog

Saving at Tax Time through SaveYourRefund

More than half of all Americans have no savings to help them cope with even small emergencies. Yet more than 100 million taxpayers get refunds from […]
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January 29, 2019
Protecting Your Identity
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  • Blog

7 Identity Protection Steps You Need to Know This Tax Season

Have you secured your information for tax season? Last year, over 240,000 taxpayers were the victim of Tax Identity Theft.  Tax Identity Theft is the use […]
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January 18, 2019
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  • Blog

Bring These 9 Documents to Your Tax Consultation

Tax season is on the horizon. But before you start planning how you will use your tax return, make sure you are properly prepared to file 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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