WELCOME TO CAMBRIDGE FINANCIAL ASSOCIATES
Cambridge Financial Associates is an independent Registered Investment Adviser in Massachusetts. We offer a full range of financial services to individuals and families. If you feel you need help with investments, insurance, tax planning, retirement planning or overall comprehensive planning, please give us a call and come in for a complimentary consultation.
We focus on helping you with what you need. Whether it's a major concern, a simple question or a second opinion, our focus is on serving you.
Newsletters
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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What Is Cyber Insurance, and Do You Need It?
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Lease Payment
How much would your monthly lease payment be?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.