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Financial Strategies For The Long-Term Investor

          

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                                         small enough to service them!



Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor.  Cambridge and Independent Financial Solutions, L.L.C. are not related.

Cambridge's Financial Advisors may only conduct business with residents of the States and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  Scott H. Fortney is licensed to conduct business with residents in AZ, CA, CO, FL, IN, KS, KY, ME, MA, MN, MO, NE, OR, PA, TX VA and WA.   Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  Contact your local Cambridge Office for information and availability.  Products and services mentioned in this website may not be available in all states.  To request information, contact your Cambridge Investment Research, Inc. Financial professional.  Neither Cambridge Investment Research, Inc. nor Independent Financial Solutions, L.L.C. is soliciting business in any state or international jurisdictions where they are not registered.  No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice. 

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

More Newsletters →