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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
One way to find money is to examine your current spending habits and eliminate money wasters.
In the face of divorce, making changes to insurance coverage may be overlooked.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding the economy's cycles can help put current business conditions in better perspective.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
With alternative investments, it’s critical to sort through the complexity.
There are three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When do you need a will? The answer is easy: Right Now.
The market is as unpredictable as the weather. We’d love to help you prepare.
Smart investors take the time to separate emotion from fact.