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March 7, 2022
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  • Blog

Using Life Insurance to Fund Your Child’s Education

Using Life Insurance to Fund Your Child’s Education As you look at your newborn or young child, it’s tough to imagine them going off to college […]
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May 26, 2021
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Are You Aware of the Child Tax Credit Changes?

New changes thanks to the American Rescue Plan Act – but just for 2021 The Child Tax Credit was introduced through the Taxpayer Relief Act of […]
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March 24, 2021
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401(k) Plan Tax Credit Summary

Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a […]
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February 26, 2021
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Leprechauns & The IRS

St. Patrick’s Day and Tax Day Interesting facts to remember On March 17th of every year, we celebrate St. Patrick’s Day in observance of the death […]
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February 26, 2021
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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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February 21, 2021
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Tax Savers Credit Reminder

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If […]
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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
“Cambridge Approval #217584.”

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