by cambridgesourcesites | Mar 5, 2020 | blog
Not all gifts are taxable. I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement is sharing part of his accumulated wealth with his family,...
by cambridgesourcesites | Mar 3, 2020 | blog
Indecision can lead to no decision. Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes. Your workplace...
by cambridgesourcesites | Feb 27, 2020 | blog
What is it? How might it affect retirement strategy? If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support...
by cambridgesourcesites | Feb 25, 2020 | blog
A financial strategy can take health care costs into account. One of the most ubiquitous aspects of social media in recent years has been the arrival of Americans crowdfunding around a major health issue. While America has a level of health care available that...
by cambridgesourcesites | Feb 20, 2020 | blog
Now is a good time to think about a few financial matters. Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings Account (FSA), you may want to...
by cambridgesourcesites | Feb 18, 2020 | blog
What are they? Why are they important? A self-fulfilling policy. An investment policy statement (IPS) is a document which helps the client and advisor stay “on the same page” by clearly stating the expectations and responsibilities of the client and advisor. A...
