by Thad Johnson | Dec 19, 2016 | Private wealth blog
Child care, like a car, comes in a variety of models. You can choose among a variety of child-care situations, depending on your needs and the needs of your child. Child Care Advisory services through Cambridge Investment Research Advisors, Inc., a Registered...
by Thad Johnson | Nov 22, 2016 | Blog, Private wealth blog, Uncategorized
If you’re like most people, you bought life insurance to provide for your loved ones in the event of your death. Life Insurance for the Self-Employed Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor....
by Thad Johnson | Oct 23, 2015 | retirement plan blog
If you turned age 70 1/2 this year don’t forget to take your Required Minimum Distribution! RMD rules and calculations can be complex sometimes. This article helps explain some of the basics, but if you have multiple qualified accounts and/or inherited qualified...
by Thad Johnson | Oct 23, 2015 | Private wealth blog, retirement plan blog
We often get asked by clients “What estate documents do I need?”. Following is a short description of each of the key estate documents and what purpose they serve. We encourage everyone to adopt the first three (Durable Power Of Attorney, Health Care Directive and a...
