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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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 dustin.buck@buckwealth.com to schedule a free, no obligation initial consultation.

Helpful Content

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Social Security: The Elephant in the Room

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Assess whether you are running “in the black” or “in the red” each month.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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There are some key concepts to understand when investing for retirement

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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Smart investors take the time to separate emotion from fact.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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