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
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?