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What is the #1 Concern About Retirement?

"Will I outlive my money?" is the most common question we hear from retirement-minded investors.

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Learn more about each team member’s background and strengths which help them earn “most trusted” status with our clients.

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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.

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About Cuddy Financial Services

Firm Profile

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.

Who is Avantax?

Since its inception in 1983, Avantax 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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Helpful Content

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

What If You Get Audited?

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.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Rightsizing for Retirement

What does your home really cost?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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