by calford | Feb 21, 2024 | Estate Planning, Financial Planning
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred...
by calford | Feb 7, 2024 | Financial Planning, Retirement
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement strategy. The typical retirement...
by cambridgesourcesites | Aug 2, 2023 | Financial Planning
Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank...
by cambridgesourcesites | Jul 26, 2023 | Financial Planning
In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional. Securities offered through Registered Representatives of...
by cambridgesourcesites | Jul 19, 2023 | Financial Planning
Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop. Securities offered through Registered Representatives of...
by cambridgesourcesites | Jul 12, 2023 | Financial Planning
Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly. Securities offered through...
