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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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.
Healthy habits are one of the greatest gifts to give your child.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
When you’re married and have children, insurance needs will be different.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What is your plan for health care during retirement?
Make your retirement as exciting as your next vacation.