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What to Expect When Working with Your Estate Planning Team?

by cambridgesourcesites | Mar 2, 2023 | Uncategorized

Estate planning often involves the coordinated efforts of an estate planning team consisting of your attorney, accountant, and financial services professional. However, whether establishing a new estate plan or revising an existing one, only you can provide the...

Go to Estate Planning and Your Residence: When the Grass Really is Greener!

by cambridgesourcesites | Feb 23, 2023 | Uncategorized

Estate Planning and Your Residence: When the Grass Really is Greener!The rules that govern each state’s estate taxes are not necessarily created equal. A person can live, do business, and own real estate in many different places, but legally have only one domicile—or...

Financial Planning

by cambridgesourcesites | Feb 16, 2023 | Uncategorized

Learn how our planning process aligns your unique needs with your unique financial objectives. Let’s work together to create a roadmap to your future goals!

6 Wise Ways to Use Your Tax Refund

by cambridgesourcesites | Feb 9, 2023 | Uncategorized

When your tax refund arrives, you might be tempted to immediately spend it. But there are wiser ways to use your refund. See what we recommend. Learn more

5 Modifications to Make to Your Finances After Buying a Home

by cambridgesourcesites | Feb 7, 2023 | Uncategorized

Buying a house changes your financial situation. See what steps you should take soon after purchasing your home to ensure you’re staying on the right track financially. Learn more

Investment Policy Statement

by cambridgesourcesites | Feb 2, 2023 | Uncategorized

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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 Advisor. Cambridge and River City Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AL, FL, KY, ME, NC, NJ, OH, SC, TX, VA, WA, WI and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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