Helping Clients Invest in Their Financial Dreams
At Cummings Wealth Management, we believe in empowering individuals, families, and business owners and helping make your income last a lifetime. We believe that it’s all about quality of life, and we hope to assist you in reaching your financial goals, today and in the future.
Our main goal is do the right thing for each client as an individual. Whether you are knowledgeable in financial investments or are seeking guidance, we will make every effort to ensure that you understand all aspects of planning for retirement. We seek to maintain clients for life by providing personalized service, treating each client with the utmost respect, and approaching our business with honesty and professionalism. Contact us to take get started.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For homeowners who think their property taxes are too high, there are ways to appeal.
The uncertainties we face in retirement can erode our sense of confidence.
Read this overview to learn how financial advisors are compensated.
If you find it hard to attain personal life goals, there’s an app for that!
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.
Women must be ready to spend, on average, more years in retirement than men.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.