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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To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
At what point can you call a personal vehicle a commercial?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Understanding the economy's cycles can help put current business conditions in better perspective.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
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 smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
What are your options for investing in emerging markets?
Three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Are Real Estate Investment Trusts right for your portfolio?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.