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 cambridgesourcesites | Oct 20, 2016 | Private wealth blog
Technology is a growing part of our world and is an even bigger part of our personal finances than ever. People now check their bank accounts online, receive and pay bills electronically and monitor all their investment accounts and transactions over the internet....
by cambridgesourcesites | Oct 20, 2016 | Private wealth blog
Your Mortgage: Maintain, Refinance, or Pay-off? It seems every local paper, financial network, or informative media source is reporting about historically low interest rates, the fear of zero or negative interest rates, and the discussion of stagnated economic growth...
by Cheryl Norman | Jan 13, 2016 | Private wealth blog
(Free Application for Federal Student Aid) If completing the FAFSA (Free Application for Federal Student Aid) is on your “To Do” list this January, chances are you are dreading what could be the arduous task of assimilating all of the data and information necessary to...
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...
