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LOCAL: (386) 672-0871

1525 Herbert St., Suite 104

Port Orange, FL 32129-6107 

The Cycle of Investing A Bucket Plan to Go with Your Bucket List Women and Retirement Ready for Retirement?

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.

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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