by cambridgesourcesites | Jun 14, 2023 | Uncategorized
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they accrued at a previous employer.2 Choice 1:...
by cambridgesourcesites | Jun 7, 2023 | Uncategorized
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with the assets you choose...
by cambridgesourcesites | May 31, 2023 | Uncategorized
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and 813 Financial are...
by cambridgesourcesites | May 24, 2023 | Uncategorized
We want to take a moment to thank our seniors for their incredible contributions to our communities and our economy. From building successful careers to raising families, older Americans have made a lasting impact on our world. Happy Older Americans Month! Securities...
by cambridgesourcesites | May 17, 2023 | Uncategorized
This May, let’s encourage our elderly loved ones to get involved and give back. From volunteering at a local organization to joining a social group, there are so many ways to connect and make a difference. Let’s spread joy and positivity this Older...
by cambridgesourcesites | May 10, 2023 | Uncategorized
One of the best ways to support our seniors is to encourage them to stay active and healthy. Whether it’s taking a daily walk, practicing yoga, or trying a new hobby, staying active can have a big impact on overall health and happiness. Securities offered...
