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Bruce S. Udell, ChFC, CLU, MCEP

President, Udell Associates

Phone: 941.951.0443
E-mail: bruce@wealthenjoyment.com
www.wealthenjoyment.com

Bruce S. Udell has more than 40 years' experience in the financial industry. He designs solutions for wealth accumulation and enjoyment for high net worth individuals. Bruce is sought-after for his easy-to-understand approach and his special talent in creative estate planning. He is the inventor of The Wealth Enjoyment System®, an innovative approach to estate planning.

Latest Features

Building Wealth
September 2016

Use Charitable Bequests to Improve Your Estate Plan

Uncle Sam isn't going to solve his debt problems with your money. You can redirect money headed to the IRS toward your family and philanthropy.

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Building Wealth
August 2016

Rethinking Your Retirement Nest Egg

Be sure you are truly prepared and not at risk of running out of money during your retirement.

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Building Wealth
July 2016

How to Help Your Children Financially Now Without Giving Them Any Money

Talk to them about what you hope to leave them after you die—for their retirements. You will ease their financial burdens.

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Building Wealth
June 2016

Are You Losing Big Tax Savings on Your Charitable Bequests?

Don't wait for death to give money to charity. Set up a charitable remainder trust now and get a tax deduction.

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Building Wealth
May 2016

A Recipe for Estate-Planning Failure

Many wealthy people put their lifestyles first when it comes to financial planning. That's where a good adviser comes in.

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