"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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Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Knowing the rules may help you decide when to start benefits.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
At what point can you call a personal vehicle commercial?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The market is as unpredictable as the weather. We’d love to help you prepare.
There are hundreds of ETFs available. Should you invest in them?