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...
by cambridgesourcesites | Jul 5, 2023 | Financial Planning
We all have goals and dreams and things we’d like to pursue. But how can your financial professional be of any help if they don’t know what they are? Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer,...
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...
