Solving for Variables in Retirement

Solving for Variables in Retirement Bulman Wealth

Think way, way back to Algebra class. You had to solve for variables, typically labeled “x.” When there was just one unknown, this was pretty simple to do. But as more multiple variables started appearing, it got more complicated. Unfortunately, when planning for retirement, there are often several variables at play – an unpredictable market, […]

Is Now the Time to Revisit Your Financial Plan?

Is Now the Time to Revisit Your Financial Plan? Bulman Wealth Group

When the market is at an all-time high, you may not be worried about running out of money in retirement. Your house may be paid off, the kids are grown up and are financially independent, and there’s always Social Security to fall back on. But what about when your retirement expectations aren’t met? While the […]

Maintaining Income in Retirement

Maintaining Income in Retirement Bulman Wealth

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, […]