Insights

Cultivating Winning Habits: How to Achieve Financial Success

Achieving financial success requires more than just luck; it involves developing winning habits that promote wise money management...
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The Engineer’s Guide to Financial Planning: Building Wealth with Precision

Engineers are known for their analytical mindset, attention to detail, and problem-solving skills. These qualities also make...
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Navigating Tax Considerations in Retirement: Strategies for Financial Success

As you transition into retirement, understanding the tax implications of your financial decisions becomes increasingly important...
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Baby steps to Financial Freedom

Created by Dave Ramsey, Baby Steps are a series of financial steps designed to help individuals achieve financial stability and build wealth. Here's an overview...
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15 ways to stay busy in retirement

Retirement is a significant life transition that offers the opportunity to pursue new interests, hobbies, and activities. Here are 15 things to stay busy...
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Importance of Compound Interest

Compound interest is a fundamental concept in finance that plays a crucial role in wealth accumulation and long-term financial planning.
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Tips to make tax time a breeze

Start Early and Stay Organized: Don't wait until the last minute to gather your tax documents. Begin organizing your financial records as soon as possible...
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How to implement a “Mega Backdoor Roth Strategy”

The Mega Backdoor Roth IRA is an advanced retirement savings strategy that allows high-income individuals to...
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Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, FL, GA, HI, ID, IL, IN, MI, MN, MS, MT, NV, NY, NC, OH, TX, WA, WI. Cambridge and Lakewood are not affiliated. Fixed insurance services offered through Lakewood Wealth Management.Customer Relationship Summary Form (CRS)

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