Katelin Kalik - Financial Advisor

Katelin Kalik - Financial Advisor Financial Advisor. Planning for your future & helping you get there. Cambridge and LC Financial are not affiliated.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker‐dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Content provided via links to third-party sites should not be considered an endorsement of content,
which we cannot verify completeness or accuracy of.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
06/01/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Do you know how long it may take for your investments to double in value?
05/27/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
05/25/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Whether you realize it or not, you’ve allocated your assets.
05/20/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

Business owners should consider a succession plan sooner rather than later.
05/18/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
05/13/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Sector investing may present an opportunity — if you do your homework.
05/11/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

What did it take to become the richest man in Babylon?
05/06/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
05/04/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

Address

Phoenix, AZ
85028

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Katelin Kalik - Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Katelin Kalik - Financial Advisor:

Shortcuts

Share

Category