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Joseph E. Budd, CRPC

Health & Wealth Partners LLC

Contact Us

23123 State Rd 7, Suite 236B Boca Raton, FL 33428

Phone:

561-609-2294

Fax:

561-609-2257

E-mail address: jbudd@securitiesmail.com

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Family

Future

Recreation

Prosperity

Health & Wealth Partners LLC

Health & Wealth Partners LLC

...laying the foundation,

helping secure the future...

Newsletters

Much Ado About RMDs

This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Tips for Safe Online Shopping

This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
A Mortgage Recast Is an Alternative to Refinancing

This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Are You Eligible for Any of These College-Related Federal Tax Benefits?

College students and their parents need all the help they can get when paying for college or repaying student loans. This article explains three federal tax benefits that could take some of the sting out of expensive college costs.

More Newsletters »

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Savings Accumulation

Estimate the future value of your current savings.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators »

Contact Us

23123 State Rd 7, Suite 236B Boca Raton, FL 33428

Phone:

561-609-2294

Fax:

561-609-2257

E-mail address: jbudd@securitiesmail.com

Joseph E. Budd is a Registered Principal offering securities through Lincoln Financial Securities Corporation, Member SIPC to residents in the states of AL, AZ, CA, CO, FL, GA, IA, IL, LA, MD, MS, MT, NC, NJ, NV, NY, OH, PA, PR, SC, TN, TX, VA, VT & WI. He also offers advisory services to residents of of FL. Health & Wealth Partners, LLC is not affiliated with Lincoln Financial Securities. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your personal professional regarding your individual circumstances. LFS-3606069-052521

In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation and other fine companies.

In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation and other fine companies.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here

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