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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Building Your Legacy
A four-step framework for building a personal legacy.
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.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This worksheet can help you estimate the costs of a four-year college program.
An increasing number have been developed to help individuals with their personal finances.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
You’ve made investments your whole life. Work with us to help make the most of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
$1 million in a diversified portfolio could help finance part of your retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?