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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here are 4 great, and sometimes unexpected, places to raise a family.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Learn about the average American budget in this fun and interactive piece.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations?
When do you need a will? The answer is easy: Right Now.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are hundreds of ETFs available. Should you invest in them?
What does your home really cost?
Here is a quick history of the Federal Reserve and an overview of what it does.