Browse through our video library to learn more about a host of relevant and timely topics.
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 achieve 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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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
An inside look at how marginal income tax brackets work.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
It may help your business be better prepared in the event of the death of a principal or key employee.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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 presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?
What does your home really cost?