Financial Planning Manager
APPLY TODAY! Putting client needs first is deeply rooted in the Bulman Wealth Group culture and at the core of everything we do. This is an opportunity for someone who is dedicated to serving clients, has a desire to be a part of a growing team, and wants to contribute to an amazing firm culture. […]
First Impressions Coordinator
APPLY TODAY! Putting client needs first is deeply rooted in the Bulman Wealth Group culture and at the core of everything we do. This is an opportunity for someone who is dedicated to serving clients, has a desire to be a part of a growing team, and wants to contribute to an amazing firm culture. […]
Producing Advisor Job Posting
APPLY TODAY! Putting client needs first is deeply rooted in the Bulman Wealth Group culture and at the core of everything we do. If you’re a financial advisor who is looking to build your career with an independent RIA firm committed to your success, we have an opportunity for you! We invest in marketing, training, […]
Retiring as a “Millionaire Next Door” in a Changing Economy
Many of today’s retirees are the wealthiest retirees of all time. Before the recent inflation numbers and market correction, there was a prolonged period of rising home values, and strong market returns. You’re part of a generation of dedicated workers, meaning that there are more millionaires than ever. But, even if you have built a […]
Considerations Before Purchasing Your Second Home
A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying one. Many people have a favorite vacation spot in a scenic area, but they can’t spend a significant amount of time there until they’re retired. If you’re thinking about buying a […]
Challenges You Can Plan For in Retirement
No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically to your situation could have a major impact on your retirement: It may help you avoid common retirement pitfalls and mitigate risks. Here are 3 […]
Start Your Retirement Off on the Right Foot
When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 30. But there are plenty of important birthdays ahead of you, especially as you near and enter retirement. Starting at age 50, several birthdays are critical to acknowledge because they can have implications for your […]
Planning is the Key to Your Retirement Masterpiece
We all have retirement dreams and personal goals. For some of us, that means biking across Europe or hang-gliding off the coast of Morocco. For others, the ideal retirement may be more of an inward journey. There are plenty of closet artists, writers, and musicians out there who can’t wait to leave the daily grind […]
Strategies to Help Survive Volatile Markets
A volatile market can make anyone nervous, but it can be especially nerve-wracking for retirees and soon-to-be retirees who are concerned about protecting their nest eggs for the long-term. And one thing will always hold true: No one can predict the market’s ups and downs. Therefore, it’s important to create, no matter how positive or […]
Maintaining Income in Retirement
If you’re nearing the end of a long career or have recently retired, you know something about what it takes to be successful. Luck can help, but hard work and proper planning are much more important. It’s the same with retirement. Deciding where your income will come from, working to help minimize your tax burden, […]
