At Buck Wealth Strategies we take a different approach to financial planning. We are not a firm simply looking to be transaction oriented. Our approach is to develop and build upon a trusted relationship and rapport; getting to know you personally and understanding your financial objectives before partnering together in creating a diversified, financial roadmap and strategy. What does money mean to you? What are your wealth-building objectives? What is your tolerance for risk? How charitable do you plan to be during your retirement years? What (if any) legacy do you hope to leave behind? Will these goals be met in the event of an untimely death, disability, or long-term illness?
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.Learn More
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
To choose a plan, it’s important to ask yourself four key questions.
Read this overview to learn how financial advisors are compensated.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?
How do the markets usually react to elections? Was the 2016 election any different?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.