Category: Message Board

by Diana Bollenbaugh As many of you have been hearing or reading, the Department of Labor presented its new ruling in April 2016 regarding all types of retirement accounts.  Since April, Cambridge Investment Research, Inc. (our Broker-Dealer) has been reviewing how this will effect Investment Advisor Representatives and their clients.  In other words, the people

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By Diana Bollenbaugh “Argh!” Georgia tossed her pencil down in frustration. “What’s wrong,” her friend Lani asked. “I’m trying to get an idea of what I’ll need to have for retirement,” she replied.  “Do you have any idea how many calculators and websites there are?  I can’t do this!  There’s too much information!” “I know

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Sam and Sally1 just got engaged.  He did the romantic proposal with the ring in the dessert and champagne for after.  Sally excitedly accepted and spent the ride home with her hand out, staring at her ring.  The next day Sally was still dreamy-eyed thinking about the wedding, while Sam was breaking out in hives

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by Heather L. Moir-Dangler, CLU®, ChFC®, CASL® As we all know it takes diligence and persistence to fund your retirement.  Each stage of life is a little bit different for living for today and saving for tomorrow.  This series will run from 20’s to retirement. You’ve just graduated and have started that first “big” paying

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