by cambridgesourcesites | Nov 10, 2020 | Newsletters
11.06.2020 – Your investment portfolio may be off-kilter, and you may not even know it. Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may...
by cambridgesourcesites | Aug 14, 2020 | Newsletters
08.14.2020 – Determining when to take Social Security benefits is a complicated financial decision. Here are a few things to think about and discuss with your financial professional. How long do you think you will live? If you have a family history that suggests...
by cambridgesourcesites | Jun 10, 2020 | Newsletters
06.10.2020 – How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational institutions, these...
by cambridgesourcesites | Jan 27, 2020 | Newsletters
01.27.2020 – What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to...
by cambridgesourcesites | Jan 14, 2020 | Newsletters
The SECURE Act: Long-established retirement account rules change The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear...
