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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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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Year-End 2024 Tax Tips
Here are some things to consider when weighing potential tax moves before the end of the year.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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FAFSA for 2025-2026 School Year Opens December 1
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.
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Car Affordability
How much can you afford to pay for a car?