by cambridgesourcesites | Jun 4, 2020 | blog
That may be unlikely, but the program does face financial challenges. Will Social Security run out of money in the 2030s? You may have heard warnings about this dire scenario coming true. These warnings, however, assume that no action will be taken to address...
by cambridgesourcesites | Jun 2, 2020 | blog
When was the last time you looked at the content of your portfolio? From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment strategy, your...
by cambridgesourcesites | May 28, 2020 | blog
Are your choices based on evidence or emotion? Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets...
by cambridgesourcesites | May 26, 2020 | blog
If you want a tax break and want to help a nonprofit, this may be a good move. Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover might be a good...
by cambridgesourcesites | May 21, 2020 | blog
Don’t let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart...
