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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five phases to changing unhealthy behaviors.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
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It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.