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Stephen Menke CFP© |
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
These are the opinions of Loring Ward and not necessarily those of Cambridge, are for informational purposes only, and should not be construed or acted upon as individualized investment advice
Newsletters
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Time for a Spring Cleanup: Organizing Your Financial Records
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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Small Businesses Are Short-Staffed and Overwhelmed
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?