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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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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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.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Savings Accumulation
Estimate the future value of your current savings.