by cambridgesourcesites | Feb 2, 2023 | Financial Planning
Tax Time Is the Right Time Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and...
by cambridgesourcesites | Jan 30, 2023 | Weekly Insight
Earnings And Data Tell Two Different Stories On Near Future. Presented by Crossroads Financial Advisors Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. The Dow Jones Industrial Average gained...
by cambridgesourcesites | Jan 26, 2023 | Retirement
Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Seven in ten people over age 65 can expect to need extended care services at some point in their...
by cambridgesourcesites | Jan 23, 2023 | Weekly Insight
Mixed Results Following Weak Economic Data Presented by Crossroads Financial Advisors Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. The Dow Jones Industrial...
by cambridgesourcesites | Jan 19, 2023 | Financial Planning
Only one in four in ten Americans have a home inventory, despite the fact that about one in ten homes were impacted by natural disasters in 2021.1,2 It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in...
