Cambridge Financial

05/12/2021

Changes in party control in Washington mean a number of changes to may be coming. You may want to consider these strategies to maximize building wealth while mitigating the potential tax burden.

A Democratic president and a Democrat-controlled Congress may lead to tax increases. Jim Mahaney of Prudential Financial highlights considerations to make for transferring wealth to the next generation.

05/06/2021

Ongoing economic turmoil makes it a smart time to update your plans for financial security. ’s roadmap breaks down into five stages and can help you better understand if you’re on track to meet your goals.

This five-stage roadmap can help Americans plot a path to financial security.

05/04/2021

"Life insurance is just for the dead." Debunking these 5 major myths on https://bit.ly/3tNKLwA

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We address common myths about life insurance and its uses. It's important to speak to an expert who understands how life insurance can build wealth.

04/29/2021

If you plan to use your and accounts as a tool for transferring wealth to the next generation—and with big changes to on the agenda—you’ll want to read this important information.

A Democratic president and a Democrat-controlled Congress may lead to tax increases. Jim Mahaney of Prudential Financial highlights considerations to make for transferring wealth to the next generation.

04/26/2021

Americans entering retirement face new realities like increased market volatility and a retirement that could last 30-35 years. April is – learn why the “4% rule” no longer applies and ways to plan for a more secure retirement.

04/12/2021

Seismic changes in the economic landscape have made it more challenging for married couples to ensure a secure - tougher still for and . Find out how to provide for a surviving spouse in retirement.

The right financial strategy may help couples ensure a surviving spouse is taken care of in retirement.

03/13/2021

The Social Security Earnings Test may reduce or even deplete survivor benefits in the event of a wage earner’s death. But the creative use of life insurance can help bridge the income gap and protect families.

Families entitled to receive Social Security survivor benefits may be surprised to learn that those benefits could be reduced or even eliminated based on the Earnings Test. Learn how the creative use of life insurance may help bridge the income gap in instances where the Earnings Test applies.

02/28/2021

Here are some steps to consider if comes earlier than planned:
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Step 8: Seek out a financial professional you can trust to help ensure you have the income you need for as long as you will need it while minimizing risk along the way.

Here are several steps to consider if you’ve suffered a job loss due to the COVID-19 pandemic.

02/21/2021

Here are some steps to consider if comes earlier than planned:
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Step 7: If you have children in , negotiate for additional .

Here are several steps to consider if you’ve suffered a job loss due to the COVID-19 pandemic.

02/14/2021

Here are some steps to consider if comes earlier than planned:
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Step 6: Use to grow your assets and generate protected income.

Here are several steps to consider if you’ve suffered a job loss due to the COVID-19 pandemic.

02/11/2021

Did you know? Same-sex couples who were married and subsequently divorced may be eligible for Social Security benefits no matter which state they reside in. Learn more about what divorcing individuals approaching retirement need to know about benefits.

Outlines Social Security claiming strategies for divorced individuals near or in retirement.