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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.

Helpful Content

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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