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LOCAL: (386) 672-0871

1525 Herbert St., Suite 104

Port Orange, FL 32129-6107 

The Cycle of Investing A Bucket Plan to Go with Your Bucket List Women and Retirement Ready for Retirement?

Understanding Today's Financial Environment

At Bundza Wealth Management, we believe in service beyond expectation, attained through a constant desire to anticipate and fulfill the evolving needs of our clients' wealth management journey. Client relationships are built on personal attention, integrity, and trust. By developing committed relationships with our clients we are able to deliver expert guidance that is highly tailored to our client’s individual needs and financial situation ultimately allowing our clients to pursue the vision, goals, and life aspirations that are meaningful to them.  I invite you to check out all the material on our website. If anything prompts a question please send us an email or call the office. We would enjoy speaking to you.

Helpful Content

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

 

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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