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.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Building wealth requires protection from the forces of wealth destruction.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a crash course on saving for college.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.