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 […]

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 […]

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, […]

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

3 Major Retirement Expenses to Include in Your Budget

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, […]