Our experienced tax and wealth management professionals have helped many people just like you. We can help you create an approach that is designed to address your unique situation.
At Cumberland Financial Group, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Understanding Today's Financial Environment
Welcome, we are Cumberland Financial Group, a financial organization in Marietta, GA. We understand that individuals face unique challenges in today's tax and financial environment. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Being healthy not only makes you feel good, it may also help you financially.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
With alternative investments, it’s critical to sort through the complexity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
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.
The decision whether to buy or rent a home may have long-term implications.