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.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A change in your mindset during retirement may drive changes to your portfolio.
A four-step framework for building a personal legacy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
There are a few things to consider when buying or leasing your next vehicle.
There are three things to consider before dipping into retirement savings to pay for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Would you guess that Millennials are effectively saving for retirement? Well, they are.