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News & Tips

Posted on: June 21, 2021

4 Common Types of Mortgages Every First-Time Homebuyer Should Know About

Posted on: June 8, 2021

Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here’s What to Start Doing Differently Right Now

You work your entire life and save diligently in order to enjoy your retirement. It sounds simple, enough, but the realities of preparing for retirement can …
Posted on: May 20, 2021

LLC, C-Corp or S-Corp? A Guide to Protecting Your Business Assets

Creating a business is an exciting venture, and choosing a business structure is an integral step. Not only is each business structure taxed differently, but…
Posted on: May 13, 2021

Ready to Receive Your Tax Refund? 3 Financially Savvy Ways to Spend Your Refund Amidst COVID-19

As we continue navigating the pandemic, there are a few financially savvy ways to spend your tax refund – both to help yourself out and stimulate economic re…
Posted on: May 6, 2021

May 6 Is World Password Day. Here Are 6 Tools to Safely Store Your Passwords Online

How many times have you gotten a reminder to update your password before it expires? Or to make sure your password contains a capital letter, number and symb…
Posted on: April 26, 2021

Understanding Inflation in 2021: What Investors Need to Know

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently …
Posted on: April 16, 2021

There Are 5 Business Taxes You May Need to Pay This Tax Season

Every business owner, no matter the size of their team, must calculate taxes at the end of the year based on a variety of factors. Naturally, these depend on…
Posted on: March 23, 2021

A Federal Wealth Tax Has Been Introduced in the Senate. Here’s What Affluent Families Need to Know

Several U.S. senators have proposed new legislation in an effort to raise $3 trillion in tax revenue over the next decade.1 Called the Ultra-Millionaire Tax,…
Posted on: March 16, 2021

Before Completing Your 2020 Tax Return, Keep These 5 Filing Tips in Mind

Filing taxes always feels a bit tedious, and this year brings particular uncertainty with changes brought on by the pandemic. Stay the course for filing your…
Posted on: March 3, 2021

62, 70 or Somewhere In Between? It’s Time to Answer the Question Once and For All: When Should I Claim Social Security?

Deciding when to begin claiming your Social Security benefits will depend on several factors, such as your personal health and financial standings. It’s true…
Posted on: February 16, 2021

Active vs. Passive Investing: It’s Time to Understand the Difference Once and For All

Even with the onset of COVID-19, major online brokers saw new accounts grow as much as 170 percent in the first quarter of 2020.1 For investors, whether work…
Posted on: January 21, 2021

Retiring as a Couple: 6 Important Considerations

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
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