by cambridgesourcesites | Sep 6, 2023 | Uncategorized
Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for...
by cambridgesourcesites | Aug 30, 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 them...
by cambridgesourcesites | Aug 23, 2023 | Uncategorized
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 | Aug 16, 2023 | Uncategorized
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 | Aug 9, 2023 | Uncategorized
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...
by cambridgesourcesites | Aug 2, 2023 | Uncategorized
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...
