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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding how a stock works is key to understanding your investments.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The decision whether to buy or rent a home may have long-term implications.
Do you have causes that you want to support with donations? Here are three tips.
Women must be ready to spend, on average, more years in retirement than men.
It’s never a bad time to speak with your financial advisor about changes in your situation.