Your Financial Compass Volume 1: The Basics of Retirement Investing
Dive into an overview of what the events of 2021 & 2022 mean for the future and for the five most important parts of any retirement plan: Income planning, investing, tax minimization, healthcare and long-term care, and estate planning. Our NEW 2023 eBook will help you better understand the specifics of a well-rounded retirement plan, and how Bulman Wealth Group can help your nest egg last.
Your Financial Compass Volume 2: The Basics of Annuities
Annuities can be a great way for retirees to plan for their income needs, but many people misunderstand them. Your Financial Compass: The Basics of Annuities covers the ins and outs of annuities, the importance of financial planning, and having a financial advisor you can trust in an uncertain market.
Your Financial Compass Volume 3: High-Net-Worth Investors Edition
High-Net-Worth individuals have different, and at times more complex retirement needs than the average retiree. Our High-Net-Worth Investor’s Guide to Securing Your Financial Future focuses specifically on the concerns of high-net-worth investors. Learn more about your options and how Bulman Wealth Group is an expert in managing high-net-worth portfolios.