Matthew H. Cunningham has over 20 years of experience as a financial advisor. For the last 12 years Matt has focused on the retirement planning needs of Pennsylvania educators. Matt combines a deep understanding of the Public School Employees’ Retirement System (PSERS) with the broad experience necessary to guide his clients planning for retirement.
Matt takes a team approach to help clients with an overall plan for transitioning to retirement. Clients are often faced with decisions regarding heathcare, estate planning and long-term care planning. It is important to get investing advice from a trusted source.
Social Security retirement benefits are an important and often overlooked part of many retirement income strategies. The Bipartisan Budget Act of 2015 dramatically changed the rules regarding filing strategies. Matt’s advises his clients on claiming strategies to maximize their Social Security benefit.
Once a client has established wealth over their life, there comes a time when they may transition from a growth mode to an income mode. What’s the proper way to disburse one’s assets to recreate a paycheck in retirement? Proper income planning in retirement is critical to avoid running out of money prematurely. I create personalized income plans with my clients to provide the needed income to enjoy retirement.
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