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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
With alternative investments, it’s critical to sort through the complexity.