Is taking a loan from your retirement plan a good idea or a bad idea? Check out this video to find the answer along with 6 reasons to support that answer.

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. Precept Wealth Management and Cambridge are not affiliated.

No one is ever ready to leave this earth but having a plan for your family after you are gone is something that you can have ready. 

As mentioned in the video, you can download a copy of our Asset Inventory Packet at https://preceptwm.com/legacy-planning-the-asset-inventory-packet for FREE! 

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. Precept Wealth Management and Cambridge are not affiliated.

Those pesky IRS calls always seem to come in at the most inopportune but you know what the good news is? The IRS does not make random calls so tune in to see some of the most popular phone scams! 

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. Precept Wealth Management and Cambridge are not affiliated.

As you make your plan for your future it is extremely important to work with a financial professional because they should be able to give educated and well-practiced guidance. 

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. Precept Wealth Management and Cambridge are not affiliated.

There are many things that need to be planned as you get closer to retirement. This weeks video takes a look at the different types of insurance you will need to explore in your pre and post retirement planning.  

Legal Disclaimer: 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. Precept Wealth Management and Cambridge are not affiliated.

This is one of my favorite videos! What are your living options when you get older and retire? You may think that the only options are nursing homes or assisted living but behold there is another option! An option that lets you see the world! 

Legal Disclaimer: 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. Precept Wealth Management and Cambridge are not affiliated.

Are you ready for 2020? Are your finances ready? This week we discuss ways to get your finances in shape as the new year approaches.

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. Precept Wealth Management and Cambridge are not affiliated.

You prepare for vacation, you prepare for disasters, you prepare for your future BUT do you prepare for a medical emergency? Where are you going and what are you doing when a medical emergency arises?

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. Precept Wealth Management and Cambridge are not affiliated.

Do you want to donate money to a charity or organization after your death but you don't know how to properly set that up? This week we explore planned giving and how it could actually be adventitious.

This video is the fifth in the 5 video series covering "Your Employer Sponsored Plan".  Geared towards employees of governmental, not-for-profit and public school employees, this video explains the mechanics of the plan. 

Legal Disclaimer: 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. Precept Wealth Management and Cambridge are not affiliated.