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6 Signs It’s Time to Retire
It can be difficult to figure out when you are truly ready to retire. Some people aim for a certain retirement age, perhaps 62 or 65, while others set a financial goal, such as $1 million in a retirement account. Read more...Investment Advisory Services offered...
Here’s how much money Americans think they need to retire comfortably
The top source of financial stress for Americans is saving enough for a comfortable retirement -- a fear exacerbated by the coronavirus pandemic, according to a study published on Tuesday. Read more...Investment Advisory Services offered through Investment Advisor...
Universal Life Insurance
Life insurance is an important resource as you build out a long-term financial strategy for you and your family. It provides your family with a monetary death benefit in the event you pass away. Read more...Investment Advisory Services offered through Investment...
Children’s life insurance policies have value
Life insurance for children is not something parents typically think about. But according to Sid Halpern, founder and CEO of Halpern & Associates in Independence and Moreland Hills, and Lee Nathans, account executive at Call Insurance Agency in Columbus, a life...
New coronavirus relief bill is likely coming in August
The top Democrat and Republican in the House cast doubt Tuesday on whether Congress can pass a coronavirus relief bill in time to avoid disrupting a key financial lifeline. Read more...Investment Advisory Services offered through Investment Advisor Representatives of...
Many Americans might not get another stimulus check. Here’s where things stand on another COVID-19 bill
WASHINGTON – If you were hoping for another stimulus check from the federal government, you might be in luck. Well, some of you might be in luck. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment...
Are you receiving unemployment? Read this before filing your taxes
Millions of Americans have lost their job during the COVID-19 outbreak and are relying on unemployment benefits as they pay their bills and re-start their career. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge...
Use these 6 tips to teach your kids lifelong money lessons during the pandemic
Hate talking about money with your kids? It’s a sticky subject in the best of times. These days, it’s downright scary, as the pandemic rages and the economy tanks. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge...
Opinion: I have a rollover IRA and need some help figuring out retirement-plan contributions
How to choose between the rollover IRA and the Roth? Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered...
10 Things You Didn’t Know About the Fourth of July
The Fourth of July is packed with backyard barbecues and plenty of fireworks. With 244 years of tradition behind it, you'd be forgiven if you didn't know quite everything about America’s Independence Day. Read more...Investment Advisory Services offered through...