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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
How long does a $20 bill last?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Apps that help small business owners better manage and grow their business.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.