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...
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...
by cambridgesourcesites | Jan 12, 2023 | Financial Planning
Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be...
by cambridgesourcesites | Jan 5, 2023 | Financial Planning
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends.1 Getting a divorce is often a painful, emotional process. Don’t be in such a hurry to...
by cambridgesourcesites | Dec 1, 2022 | Estate Planning, Financial Planning
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term goals (e.g., from the sale of a business), a windfall transfer...
