Broker Check

8367 West Flamingo Road
Suite 201
Las Vegas, NV 89147

LinkedIn

Cuddy Wealth Management

702-877-0221

 
Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

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.

Helpful Content

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

 

Debt Stress

There’s a link between debt and stress.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Building Your Legacy

A four-step framework for building a personal legacy.

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?

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Retirement Redefined

Around the country, attitudes about retirement are shifting.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow