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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Lifestyle considerations in creating your retirement portfolio.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Here’s a crash course on saving for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial professional about changes in your situation.
Here are five facts about Social Security that might surprise you.
Do you know how to set up your financial goals for success? This knight does.