by CambridgeSource | Feb 29, 2024 | Uncategorized
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as...
by CambridgeSource | Feb 28, 2024 | Uncategorized
Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all too real. Many Americans are making financial decisions with minimal financial knowledge of...
by CambridgeSource | Feb 26, 2024 | Uncategorized
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to manage...
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...
