Understanding Today’s Financial Environment
I'm Daniel Cuddy, a financial professional in Las Vegas, NV. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, tax reduction strategy, protect assets or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 702-877-0221.
You’ve made investments your whole life. Work with us to help make the most of them.
Rightsizing for Retirement
What does your home really cost?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Even if you’re young and single, you should still consider protecting yourself.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
For some, the social impact of investing is just as important as the return, perhaps more important.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
When you retire, how will you treat your next chapter?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Imagine your ideal post-pandemic retirement with this animated video.
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.