Joseph Budd: Budd Wealth Management

11/02/2026

There’s a lot happening in the financial world, but not every headline deserves your attention.

The Money Budd Brief: Money News Without the Noise breaks down key market and economic developments from the month and puts them into perspective, so you can stay informed while keeping the focus on your bigger financial picture.

Have questions about what today’s financial landscape could mean for your plans? Schedule a conversation with Joe and Jacqueline: https://oncehub.com/JosephBudd

10/30/2026

Long-term care can be an important part of the retirement planning conversation, but many people aren’t sure where to begin.

Join us for an educational webinar as we break down what long-term care involves, the types of care available, common misconceptions about Medicare and Medicaid, and how future care expenses may affect your retirement plan and your family.

We’ll also explore how long-term care planning has evolved and discuss flexible strategies available today.

Learn more and register here: https://us02web.zoom.us/webinar/register/WN_Eg8MNdMfQMSiy5MiqNfkyA #/registration

Join us as we explore the realities of long-term care and why planning ahead is an essential part of a secure financial future. We’ll discuss what long-term care really involves, the different types of care available, and how unexpected care expenses can impact retirement savings and loved ones. W...

10/30/2026

Women often face unique retirement and healthcare challenges. On average, women tend to live longer than men, which can mean a greater likelihood of needing long-term care services later in life. Preparing for that possibility is an important part of a comprehensive financial plan.

A long-term care strategy isn't just about healthcare costs. It can also help address how care may be provided, who may be involved in decision-making, and how potential expenses could fit into your broader retirement and legacy goals.

Exploring your options today may help you feel more informed and prepared: https://www.buddwealth.com/blog/why-women-need-a-longterm-care-plan-preparing-for-a-longer-healthier-fut

10/22/2026

Building wealth is important. Preserving it so it can continue supporting your goals, family, and legacy may be just as important.

A thoughtful wealth preservation strategy often focuses on three key areas: protecting assets, planning for taxes, and preparing for the transfer of wealth. When these pieces work together, they can help create greater clarity and confidence around long-term financial decisions.

Reviewing these pillars can be a valuable step in understanding how your financial plan aligns with what matters most to you.

If you'd like to discuss how wealth preservation fits into your overall financial plan, schedule a conversation: https://oncehub.com/JosephBudd

10/21/2026

"How should beneficiaries be updated after a life event?"

Beneficiary designations often override instructions in a will, making regular reviews important after major life events.

A quick review today may help avoid unintended outcomes later: https://oncehub.com/JosephBudd

10/19/2026

When people think about financial success, they often focus on major milestones. In reality, many meaningful outcomes are built through consistent habits, thoughtful decisions, and a long-term approach.

Small actions like saving regularly, reviewing your financial plan, managing risk, and staying focused on your goals can add up over time. While every journey is different, progress is often the result of many intentional steps working together.

If you'd like to discuss how your financial decisions today may support your future goals, let's start a conversation: https://oncehub.com/JosephBudd

10/17/2026

At Budd Wealth Management, we believe financial planning is about more than investments. It's about helping individuals and families make informed decisions with clarity, confidence, and purpose.

As a father-daughter CFP® team serving Franklin and beyond, Joe and Jacqueline Budd provide personalized guidance in retirement planning, wealth management, investment management, tax planning, estate planning, and Social Security planning. Our goal is to help clients navigate life's financial decisions with a strategy aligned to what matters most.

Schedule a complimentary consultation: https://oncehub.com/JosephBudd

10/16/2026

Life expectancies are rising, which can mean more years to enjoy retirement. But it also means your retirement savings may need to support you for decades.

A thoughtful retirement income strategy can help you evaluate how factors like spending, inflation, healthcare costs, and longevity fit into your long-term plan.

Have questions about your retirement readiness? Contact our team to start the conversation.

Life expectancies are rising, which can mean more years to enjoy retirement.1 But a longer life also means needing your savings to last longer.

10/13/2026

Market headlines can change quickly, but understanding what they mean for your long-term financial goals is what matters most.

Each week, LPL Research provides timely insights on the markets, economy, and key events shaping the financial landscape. This brief update can help you stay informed and focused on what matters most to your financial future.

Read the full Weekly Market Commentary: https://www.buddwealth.com/weekly-market-commentary-kf26a

10/09/2026

Social media has made financial information more accessible than ever, but not all advice comes from qualified sources. A recent study found that only a small percentage of financial content creators have the credentials or experience needed to provide investment-related guidance.

That's why it's important to consider the source before making financial decisions. Seeking information from trusted professionals and reputable educational resources can help you better understand your options and make informed choices.

For ongoing financial education, market insights, and retirement planning resources, be sure to follow our page.

A new analysis of financial videos on popular social-media sites finds that only a tiny sliver of content creators have relevant qualifications to offer investment advice.