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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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Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
For homeowners who think their property taxes are too high, there are ways to appeal.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The uncertainties we face in retirement can erode our sense of confidence.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The importance of life insurance, how it works, and how much coverage you need.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Changes are coming to Social Security on May 1st, 2016.
The decision whether to buy or rent a home may have long-term implications.
A quick history of the Federal Reserve and overview of what it does.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.