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Bruce S. Udell, ChFC, CLU, MCEP
President, Udell Associates

Bruce Udell has more than 40 years of experience in the financial industry. He designs solutions for wealth accumulation and enjoyment for high net worth individuals.

Why Retirees Aren't Enjoying Their Wealth
retirement

Why Retirees Aren't Enjoying Their Wealth

A fear of outliving your savings is bound to put a damper on your retirement years.
January 11, 2017
Are You Losing Big Tax Savings on Your Charitable Bequests?
taxes

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.
September 13, 2016
How to Help Your Children Financially Now Without Giving Them Any Money
retirement

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.
September 8, 2016
Rethinking Your Retirement Nest Egg
retirement

Rethinking Your Retirement Nest Egg

Be sure you are truly prepared and not at risk of running out of money during your retirement.
August 17, 2016
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A Recipe for Estate-Planning Failure
taxes

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.
May 24, 2016