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
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Term insurance is the simplest form of life insurance. Here's how it works.
When considering life insurance, it's important to understand your options.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Bonds may outperform stocks one year only to have stocks rebound the next.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When markets shift, experienced investors stick to their strategy.
Here’s a crash course on saving for college.
Here’s a quick guide to checking to see if you have unclaimed money.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.