Video Library

Video Library

  • Fiduciary Difference
    1 min & 13 secs

    Learn why it's better to seek financial advice from a fiduciary.

  • Tax & Income Planning
    3 mins & 12 secs

    Learn about the importance of tax & income planning and why you should develop a financial strategy to get the most out of your golden years.

    Roth distributions are not taxed as long as the distributions occurs at least 5 yrs after the initial contribution and the account holder is at least 59 1/2. 

Registered Representative, 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 Parkhurst Financial Services, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IL, IN, KS, MA, MI, MN, MO, NJ, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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