Download Our Free Ebook
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
"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.
Log in to your HD Vest Account.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
In the face of divorce, making changes to insurance coverage may be overlooked.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Women must be ready to spend, on average, more years in retirement than men.
Around the country, attitudes about retirement are shifting.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.