Helping You Navigate Today's Financial Environment
I understand that we all face unique financial challenges and the list of financial concerns and considerations facing us today are seemingly endless. Since I started as a financial advisor in 2004, I have seen the good, the bad, and the ugly. And there are no easy answers or a strategy that fits everyone.
Buck Wealth Management, founded by Dustin Buck, is a financial services practice committed to an exceptional and personalized client experience. We have a passion for building client wealth and for providing financial education, advice, and services tailored to each client's needs. We are dedicated to helping our clients invest strategically, reduce exposure to taxes, meet your insurance needs and provide a plan to leave a legacy by successfully transferring your wealth to your children and grandchildren.
I can provide you with the following financial services:
- Managed asset plans - professional fee-based portfolio management through LPL Financial
- Retirement planning - to design an investment strategy to help you work towards all of your retirement goals
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- Cash flow analysis - for everyday budgeting
- College planning - long-term planning to ensure you’re ready
Learn more about my background and financial planning philosophy. You can call 916.579.5160 or send an email to Dustin at firstname.lastname@example.org to schedule a free, no obligation initial consultation.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How do the markets usually react to elections? Was the 2016 election any different?
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.