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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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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Can you keep up with your children’s mobile slang?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When considering life insurance, it's important to understand your options.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, cracking the code on bonds.
Are you ready for retirement? Here are five words you should consider.
It's easy to let investments accumulate like old receipts in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
All about how missing the best market days (or the worst!) might affect your portfolio.