E.A. Buck Financial Services Blog

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Planning for Retirement: Financial Advisors in Denver

It’s never too early to start planning retirement. Financial Advisors in Denver can help educate you on retirement strategies that may be beneficial for your retirement. A financial advisor can help plan out your financial ...
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Tax Planning in 2021 Blog

Tax Planning In 2021 – Avoiding Potential Tax Storms

We all know, as Benjamin Franklin famously said, there are only 2 guarantees in life: death and taxes.1 But it turns out, while taxes are indeed a certainty, they aren’t entirely out of our control. ...
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tax planning strategies

The Ultimate Guide to Tax Planning Strategies for Retirees

Retirement is a time to get tax planning right. This article will explore tax strategies that could help save taxpayers money and help them retire on their terms. There are many strategies applicable for tax ...
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What is a financial advisor blog

What is a Financial Advisor?

For many people, the thought of a financial advisor conjures up thoughts of rich people. They are not just for the wealthy; they can provide valuable service to everyone! Financial advisors help their clients with ...
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Financial advisor Kapolei blog

Find Financial Advice for Retirement Planning in Kapolei, HI

The financial advisors in Kapolei can help you find the best retirement planning strategies for your financial needs. There are many services that can be included, such as 401k, IRA, long-term care insurance, and more. ...
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FAQ financial advisors blog

Frequently Asked Questions About Financial Advisors

Financial advisors are some of the most valuable resources in our lives. If you're looking for financial advice, it's essential to know what questions to ask an advisor before hiring them. In this article, we'll ...
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Financial advisor Honolulu article

Financial Advisors in Honolulu

A financial advisor in Honolulu can help you with all of the needs that come up in your life, from retirement planning to tax strategies. They are not just knowledgeable on money and investments - ...
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Converting to a roth ira

Roth Conversions: Why You Might Consider Converting to a Roth IRA

A roth conversion is a process of converting savings from a tax-deferred retirement account like IRAs or 401k accounts to a ROTH IRA. Roth conversions can be advantageous because the converted money grows tax-free, and ...
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Need to know about your 401k

What You Need To Know About Your 401k

Many people are not aware of the retirement planning process. One thing they may be familiar with, though, is retirement savings accounts like 401k plans. These have become popular in recent years as a way ...
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Finding A Financial Advisor In Kailua-Kona

Finding A Financial Advisor In Kailua-Kona – Know Your Choices

The first step in selecting a financial advisor is figuring out what type of planner you want to work with. There’s a lot that goes into planning out your finances as well as your retirement ...
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Time To Hire A Financial Advisor

Is It Time to Hire a Financial Advisor?

Many of today's pre-retirees are not confident they'll be able to retire comfortably. Instead, they're worried about health care costs and their ability to save enough money before retirement. And many aren't aware exactly what ...
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Finding the right Financial Advisor

Finding the Right Financial Advisor: What to Know Before Hiring Them

Many people have financial advisors, but are they the best financial advisor for you? One of the first things to consider is what type of financial planner you want. There are many different financial planners ...
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Retirement planning recipe blog

Creating Your Retirement Recipe: How Interest Rates Play a Role

You’re Ready. You Can Almost Taste It. Retirement is just within reach, and the finish line is so close you can practically smell it. You’ve worked your whole life to get to this point, and ...
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Retirement Income Planning Checklist

Your Retirement Income Planning Checklist: 10 Topics That Can Help You Prepare for Your Financial Future

Overview Historically, the United States had three strong legs of the retirement stool: a well-funded Social Security system, substantial corporate pensions with retiree health benefits and, ideally, a strong personal savings rate. Now, the responsibility ...
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What to Do in a Market Downturn

A Cycle of Peaks and Valleys Investors who actively participated in the stock market following the Great Recession of 2007-09 were fortunate to experience the longest-running bull market in history, the 11 years from March ...
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Will You Have Enough Income in Retirement?

Conventional wisdom says you should plan to generate 80% of your working income in retirement, but the truth is there isn’t one specific number that’s right for everyone. Income needs in retirement are unique to ...
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When Should You Hire A Financial Advisor?

Almost everyone could gain from having a professional financial planner by their side, but the cost is often a deterring factor. There comes a time, though, when you need to seek financial advice to help ...
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Why People Are Rushing To Convert Their Retirement Accounts To A Roth

Many people have been rushing to convert their IRA accounts to a ROTH account recently and I’m here to tell you why that is and why you might consider doing the same. If you’re planning ...
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Will you have enough money in retirement?

Will you have enough money in retirement? Many people have no idea or even understand all of the unexpected expenses that might pop up in retirement. Here’s six essential questions to ask yourself to help ...
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Will your retirement savings last as long as you do? Here’s what you need to know.

Over the years we’ve seen a lot of people retire with substantial outside income to fund their retirement, like Social Security benefits and a corporate pension plan. While Social Security remains a crucial part of ...
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Is your IRA costing you too much money?

Is your IRA costing you too much money? Here are essential tax tips you should know what it comes to your IRA. When it comes to IRAs there are numerous and confusing rules. There are ...
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Before You Retire: 5 Mistakes To Avoid

Whether you’re 25 or 55, if you don’t have retirement on your radar, you’re going to speed through life and run right into it. I know planning for your retirement can be overwhelming and probably ...
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4 Tips to Power Through a Market Downturn

What can you do during a market downturn? When the market goes up – it will inevitably go down, and when they do, you’ll want to be prepared for a downturn. I’m Katie Buck with ...
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BEFORE YOU RETIRE – Four Money Questions To Ask

So you’ve saved all you can for retirement. And now it’s time to figure out how to withdraw those assets. Here are five questions to ask yourself to figure out a strategy on spending your ...
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The ABCs of Fixed Index Annuities

Can a fixed index annuity help your retirement plans? I’m here to share with you the advantages and costs of using a fixed index annuity to create income after retirement. If you started thinking about ...
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