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 email@example.com to schedule a free, no obligation initial consultation.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
In the face of divorce, making changes to insurance coverage may be overlooked.
At what point can you call a personal vehicle commercial?
Can you keep up with your children’s mobile slang?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A special needs trust helps care for a special needs child when you’re gone.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.