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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Understanding how capital gains are taxed may help you refine your investment strategies.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement 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.
If you died, what would happen to your email archives, social profiles and online accounts?
Why are 401(k) plans, annuities, and IRAs so popular?
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, cracking the code on bonds.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know these three personal finance sayings?