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.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
It may help your business be better prepared in the event of the death of a principal or key employee.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This worksheet can help you estimate the costs of a four-year college program.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.