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"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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Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.
Five phases to changing unhealthy behaviors.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Knowing the rules may help you decide when to start benefits.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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 some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Understanding the cycle of investing may help you avoid easy pitfalls.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know these three personal finance sayings?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.