News
How to save more and reach your financial goals by the end of the year
Somehow, we’ve reached the final three months of 2021. Over the past few weeks, I’ve been reflecting on the year and my financial goals, something I haven’t felt up to doing in a while. During the first year of the pandemic, I put off thinking too hard about the...
Suze Orman: ‘Medicare is not free,’ here’s how you can cover the cost
If you can't wait to turn 65 so you're eligible for Medicare and free of those high health insurance premiums, Suze Orman has a harsh reminder for you. Read more... Investment Advisory Services offered through Investment Advisor Representatives of Cambridge...
What Do Plan Sponsors Want from Their Advisors?
Amid the fallout from the pandemic, HR directors are stretched thin and depend heavily on their advisors—but sometimes they’re not on the same page, according to plan sponsor executives at this week’s NAPA 401(k) Summit. Read more...Investment Advisory Services...
New Life Expectancy Tables Will Decrease RMDs
The IRS has issued final regulations on mortality tables to be used for calculating required minimum distributions, which reflect longer life expectancies. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge...
Medicare open enrollment: Key changes to know for 2021
Medicare open enrollment for 2021 is underway, and both new enrollees and veteran ones should be aware of some key changes. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a...
Why a ‘vast majority’ of Americans are not getting the most out of Social Security
Americans moving into retirement can opt to start getting their Social Security checks anytime between the ages 62 and 70. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a...
Beware of these hidden hazards that can increase the cost of your homeowners insurance
When house hunting, the price of homeowners insurance probably isn’t top of mind. But homes with hidden risks can make getting coverage difficult, expensive or both. Learning how to identify them could save you a bundle. Read more...Investment Advisory Services...
Retirement Won’t Save For Itself: Here’s How To Save What You Need
Retirement isn't going to save for itself. "You have to actively do things to build your wealth," says The Washington Post's personal finance columnist, Michelle Singletary. Read More.Investment Advisory Services offered through Investment Advisor Representatives of...
What if I keep my money in a savings account instead of investing it?
Though the stock market can be risky, the rewards of investing might make you think twice before keeping all of your money in cash or a savings accounts. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge...
Two Social Security Strategies to Help You Pay Bills Now Without Sacrificing Later
Cynthia Blackburn assumed in March that by now the corporate conferences and weddings that are crucial for her small photography business in Houston would have returned. But demand remains thin amid the pandemic, and the Paycheck Protection Program funds that paid her...