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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Even if you’re young and single, you should still consider protecting yourself.
One of the most common questions people ask about Social Security is when they should start taking benefits.
A four-step framework for building a personal legacy.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The market is as unpredictable as the weather. We’d love to help you prepare.
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When should you take your Social Security benefit?