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.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
06/24/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

Are you ready for school—again?
06/22/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
06/17/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Your credit score may impact what you pay for auto and home insurance.
06/15/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
06/10/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
06/08/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/03/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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.

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