Matt Cunningham
Matthew H. Cunningham is a financial professional with over 20 years of experience. For the last 12 years, he 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 in retirement planning.
Team Approach
Matt takes a team approach to helping clients develop an overall plan for transitioning to retirement. Clients often face decisions regarding health care, estate planning, and long-term care, so it is important to get investment advice from a trusted source.
Social Security
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 advises his clients on claiming strategies to maximize their Social Security benefits.
Wealth Transfer
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.
EDUCATION - VIDEOS - CALCULATORS
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