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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Rightsizing for Retirement
What does your home really cost?
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
An increasing number have been developed to help individuals with their personal finances.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A letter of instruction provides additional and more personal information regarding your estate.
This checklist can give you a quick snapshot of how prepared you are.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What does your home really cost?
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.