by cambridgesourcesites | Jan 17, 2024 | Insurance
“I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.” – Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may...
by cambridgesourcesites | Jan 3, 2024 | Uncategorized
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 | Dec 11, 2023 | Uncategorized
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households “live it up” and spend more than they anticipate as retirement starts...
by cambridgesourcesites | Dec 11, 2023 | Uncategorized
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things...
by cambridgesourcesites | Nov 22, 2023 | Uncategorized
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them “missteps” may be a bit harsh, as not all of...
