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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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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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.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?