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.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.