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
Rightsizing for Retirement
What does your home really cost?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Being healthy not only makes you feel good, it may also help you financially.
Ascertaining the value of your business is important for a variety of reasons.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here are 5 reason why you may consider working through retirement.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What are your options for investing in emerging markets?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How will you weather the ups and downs of the business cycle?