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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
This worksheet can help you estimate the costs of a four-year college program.
Healthy habits are one of the greatest gifts to give your child.
Here's a breakdown of how the federal government spends your tax money.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Do you understand these common mobile slang terms?
A few strategies that may help you prepare for the cost of higher education.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
It’s never a bad time to speak with your financial professional about changes in your situation.
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are thousands of ETFs available. Should you invest in them?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.