Welcome to Cunningham Financial
We are a family owned wealth management business.
We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.
We at Cunningham Financial take pride in being a family business and cultivating lasting relationships with our clients. Those relationships, like our business, are built upon INTEGRITY and TRUST.
Helpful Content
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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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.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.