Why is This Age So Important?

In this report, we explore your retirement choices, your healthcare concerns, and how to move vibrantly into those golden years. Read the report...

CIR Honors Josh Schwartz with Spirit of Cambridge Award

The annual award celebrates recipients’ contributions to the firm’s culture, values, and service. Each year Cambridge Investment Research, Inc. (CIR) recognizes financial professionals and home office associates who exemplify the firm’s core values – integrity,...

Insurance Needs Assessment for Empty Nesters & Retirees

Considerations for protecting your wealth, estate, and legacy. If you have children, as they move out of the household, financial priorities become more focused on preparing for retirement. At this stage, you may be at the height of your earning power and fast...

Healthcare Costs in Retirement

Household medical expenses can add up quickly. Are you preparing accordingly? In a 2022 Employee Benefit Research Institute (EBRI) survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for...

RPA’s 2Q23 Market Commentary is Available

Recessionary signals continue to flash red, but there are signs of hope, too. Check out our latest market summary, in your preferred format: Click here to watch. Click here to read.
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