Jeff Bunderson: Investment Advisor Representative

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Jeff Bunderson: Investment Advisor Representative

We provide a broad range of financial services and strategies based on a review of our client's needs. Transamerica Financial Advisors, Inc.

financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financi

al Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. When clicking on these links, you will be leaving this website. Please note: Neither
Transamerica Financial Advisors, Inc. (TFA), nor its affiliates make any representation as to the completeness or accuracy of information provided by any other web site. TFA is not liable for any direct or indirect technical or system issues arising out of your access to any other web site. You assume total responsibility and risk for your use of any other web site.

1985840-0122

FINRA (www.finra.org) and SIPC (www.sipc.org)

06/24/2025

Build a Budget You Can Actually Stick To
Let’s be honest—budgeting gets a bad rap. People often associate it with restriction, but a good budget is just a plan for telling your money where to go, not wondering where it went.
Here’s how to make budgeting work for you:

1. Know your numbers.
Track your income and fixed expenses first. Then calculate what’s left for discretionary spending and savings.
I've even got a free tool that can pull all of your information together so you don't have to login to multiple sites and spend time looking up details.

2. Use the 50/30/20 rule as a guideline.
50% Needs (housing, utilities, groceries)
30% Wants (dining, hobbies)
20% Savings & Debt Repayment

3. Make it flexible.
Life changes—your budget should too. Review monthly and adjust as needed.

4. Choose the right tool.
Whether it’s my tool, a spreadsheet, an app like YNAB, or the good ol’ pen and paper—what matters is that you actually use it.

Budgeting isn’t about restriction. It’s about control—and peace of mind.
Want help building a budget that supports your goals?
I’m here for that.
Reach out and let's get started.

06/17/2025

Is there a forgotten 401(k) with your name on it?
It's estimated that millions of Americans have left behind old 401(k) accounts, potentially missing out on years of growth.
Track Down Your Old Accounts:
There is a website where you can check and see if you might have an old 401(k) sitting there.
Reach out to me if you need help with checking to see if there might be a forgotten 401(k) with your name on it.

https://lostandfound.dol.gov/

05/30/2025

Pay Yourself First, Even After You Stop Working
You’ve likely heard the age-old financial wisdom: “Pay yourself first.” It’s one of the most powerful principles in personal finance. It means setting aside savings before spending on anything else. It’s the cornerstone of building wealth, developing discipline, and reaching long-term goals.
But there’s a part of this advice that doesn’t get nearly enough attention.
What happens after you stop working?
Retirement doesn’t mean your financial life is on autopilot. If anything, this is the most complex financial stage of your life. You’re managing income, taxes, health costs, market risk, and family expectations — all while trying to enjoy your time. So treat your retirement like a business.
Be the CFO.
Set up systems. Monitor your “cashflow statements.” Review your “balance sheet.” Project forward. Make adjustments. Because this isn’t just about surviving. It’s about thriving.
Read more. https://bit.ly/4jspIZU

05/22/2025

😂💰 No Cheating! Your Financial Future Knows the Truth! 💰😂
We see you, Googling the answers 👀… but let’s be real—your bank account already knows how financially literate you are! 😆
Take the Financial Literacy Quiz FAIR & SQUARE at 👉 TakeTheFLQ.com/jeffbunderson 👈 and find out where you REALLY stand.
✅ Get your ‘real’ score (no lifelines! 😉)
❌ See what you got right & wrong
💡 Learn how to level up your money game
Remember, there’s no cheat sheet for financial success—so take the quiz honestly and start increasing your financial education—the path to financial security and prosperity! 🚀💰

05/09/2025

Are you overpaying for your term life insurance?
Overpaying for term life insurance can cost you tens of thousands of dollars over the years. It can rob your retirement savings and deplete the cash you need for life’s necessities, luxuries, and important life events.
I've got a great site where you can simply enter the details for your current term policy, no name or ID required, and see comparable prices from a number of great companies.
If you’re overpaying for term life insurance, you can be sure your current provider doesn’t want you to know about our Savings/Benefit Calculator.
Maybe you could be getting higher coverage for the same cost, or pay less for your current coverage.
Feel free to reach out if you have questions, or if you find out you have been overpaying.
Go to my site to find out if you are overpaying.
https://shopyourterm.com/jeffbunderson

04/21/2025

Financial Literacy Is Fading with Age

We all expect to slow down a little as we age. But what if part of what slows down is our ability to understand money?
That’s exactly what a groundbreaking study from researchers at Wharton and Rush University Medical Center just confirmed: financial literacy tends to decline with age, and that decline can quietly erode a person’s independence, wealth, and decision-making confidence in retirement.
The study confirms what many people experience firsthand: the older we get, the more we need help understanding the financial world around us.
But this doesn’t have to be a crisis.
Financial literacy may fade with age. But with the right tools, guidance, and planning, your confidence doesn’t have to.
Read my blog to learn more:
https://bit.ly/42DKvmH

04/08/2025

Should I sell and pull out?
If you’ve asked yourself that question lately, you’re not alone. Market volatility can feel like riding a financial rollercoaster—complete with gut-turning drops, unexpected turns, and maybe even a scream or two.
But here’s the thing: volatility isn’t the enemy. Ignorance is. And when you learn how money works, you stop being a sucker for fear, panic, and guesswork—and start being a strategist who uses the ups and downs of the market to build wealth over time.
Volatility can feel unsettling—we won’t deny that. But if you read my blog, you’re already taking a step that many overlook: you’re learning.
Your next move could be the one that changes everything.
https://bit.ly/422oGhE

03/03/2025

Household Debt is Growing at Alarming Levels
According to the 2024 Q4 Household Debt and Credit Report from the Federal Reserve Bank of New York, household debt has reached a staggering $18.04 trillion.Right now, household debt is edging closer to the danger zone.
Breaking free from debt and tackling the 7 Money Milestones can feel overwhelming.
A professional can do more than show you where you’re overspending—they provide a roadmap to financial health, recommend the best investment strategies, and help you protect your wealth.

Read more at: https://bit.ly/3DgZQ3V

02/10/2025

How to Plan for an Unexpected Retirement

According to the Transamerica Center for Retirement Studies, 58% of Americans retire earlier than they planned, often due to unanticipated events.
Whether you’re years away from leaving the workforce or already thinking about retirement, here’s how to prepare for the possibility of retiring earlier than planned.
Read my blog to learn more.
https://bit.ly/4hxZ7u0

01/21/2025

Here is a great article from First Trust. It talks about why the economy is not growing like it should, and why the 60/40 portfolio is not working like expected.
Hint, they are related.
Let me know your thoughts.

01/02/2025

The dawn of a new year brings with it a sense of renewal—a chance to reflect on the past, reset your priorities, and set goals for the future. It’s the perfect time to take control of one of the most pivotal aspects of your life: your finances. This year, why not make a resolution that has the power to transform your life? By mastering essential money principles and putting them into action, you can build a brighter, more secure financial future for yourself and your family.
What are these principles and how can you put them into action?
Read my blog to learn more.
https://bit.ly/40e2hgl

Address

1133 N. Main Street , Suite 229
Layton, UT
84041

Telephone

+18013919050

Website

http://www.jeffbunderson.com/

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