RJ Cunningham CFP, Chfc, CLU

RJ Cunningham CFP, Chfc, CLU Showing people How Money Works! Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered.

Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA),Member FINRA, SIPC, MSRB, and Registered Investment Advisor.
2171470-0422

www.finra.org
www.sipc.org

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
05/05/2021

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Pay off debt or invest the money? Things to consider before you commit to either option.
05/03/2021

Pay off debt or invest the money? Things to consider before you commit to either option.

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

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
04/28/2021

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Check out this video on taxes.
04/26/2021

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Do your kids have the right stuff for college?
04/21/2021

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
04/19/2021

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Have you used a junk-drawer approach to manage your investments?
04/14/2021

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
04/12/2021

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
04/07/2021

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Address

12217 South Lone Peak Pkwy Ste 150
Draper, UT
84020

Telephone

+18015680614

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