"Will I outlive my money?" is the most common question we hear from retirement-minded investors.
Learn more about each team member’s background and strengths which help them earn “most trusted” status with our clients.
Whether your wealth is valued at $10,000 or $100,000, it is important that you are taking steps to actively address the issues that managing wealth presents.
Wealth Management Solutions For Life
About Cuddy Financial Services
We take a proactive role in helping our clients pursue valued personal and financial goals by providing superior service and guidance unique to each client’s needs, priorities and opportunities.
Since its inception in 1983, HD Vest Financial Services® supports an independent network of tax and non-tax professionals who provide comprehensive financial services solutions, including securities, insurance, money management services and banking solutions.
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Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding the value of a home warranty.
Retirees traveling abroad need to know that their health insurance travels with them.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Even if you’re young and single, you should still consider protecting yourself.
Military families face unique challenges, making personal finance even more critical.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.