by cambridgesourcesites | Jun 8, 2023 | Estate Planning
Is your estate in order? This short quiz may help you assess your overall strategy. Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you...
by cambridgesourcesites | Jun 5, 2023 | Weekly Insight
Weekly Market Insights: Debt Deal Relieves Market WorriesPresented by Crossroads Financial Advisors Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment...
by cambridgesourcesites | Jun 1, 2023 | Estate Planning
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. The federal estate tax threshold rose to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and...
by cambridgesourcesites | May 30, 2023 | Weekly Insight
Weekly Market Insights: Debt Talks Optimism Keeps Eyes On D.C. Presented by Crossroads Financial Advisors Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly...
by cambridgesourcesites | May 25, 2023 | Retirement
We want to take a moment to thank our seniors for their incredible contributions to our communities and our economy. From building successful careers to raising families, older Americans have made a lasting impact on our world. Happy Older Americans Month! Securities...
