by cambridgesourcesites | Jul 26, 2023 | Uncategorized
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 | Jul 19, 2023 | Uncategorized
In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession. But it’s July now, and so far, no recession. It appears that...
by cambridgesourcesites | Jul 12, 2023 | Uncategorized
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you. Rules for setting up a Roth IRA. If your teen has an earned income, you may be able to set up a...
by cambridgesourcesites | Jul 5, 2023 | Uncategorized
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred...
by cambridgesourcesites | Jun 28, 2023 | Uncategorized
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans...
by cambridgesourcesites | Jun 21, 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...
