Know This End-of-Year Roth IRA Strategy!

Know This End-of-Year Roth IRA Strategy! Bulman Wealth

One way or another, Individual Retirement Accounts will be involved in retirement planning these days. Whether you want to roll over a 401(k), time your withdrawals optimally, or make catch-up contributions, your IRA strategy may be one of the key components of your income strategy. However, there is a little-known timing strategy to get more […]

Remember the Financial Fundamentals for a Sturdy Retirement

Remember the Financial Fundamentals for a Sturdy Retirement Bulman Wealth

Having a strategy for how to invest your money so that you’re set for retirement is crucial to achieving the retirement you hope for. With no external income coming in, you’ll need to follow a new set of rules for managing your retirement income, expenses, and investments—not just to keep your portfolio growing—but to ensure […]

These 3 Retirement Birthdays Are Cause to Celebrate

These 3 Retirement Birthdays Are Cause to Celebrate Bulman Wealth

Did you know that there are rules and regulations that can help you avoid higher taxes and penalty fees and help you structure your income to minimize taxes? Getting the most out of your retirement savings takes more than adjusting your portfolios. Know these 3 ages that can help you get the most out of […]

Studying Up on Your Retirement Plan

Studying Up on Your Retirement Plan Bulman Wealth

You may reminisce about the great times you had during your academic years when you think back on them. Whether it’s college, high school, or postgraduate study, schooling prepares students for their future by giving them the tools they need. When it comes to retirement planning, the same principle applies! You still have your entire […]

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 […]

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 […]