Bulman Wealth Guides
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At Bulman Wealth Group, we have helped hundreds of clients in Roseville and Temecula, CA achieve their financial goals by providing unbiased financial advice. Check out some of our useful guides below, and don’t forget to request your complimentary, no-obligation financial review!
Retirement Relocations Destinations Guide
Location is a crucial factor to consider when planning for retirement. While many people focus on saving enough money and investing wisely, they often overlook the impact of where they choose to live during their golden years. Retirement is a time for relaxation, enjoyment, and making the most of your free time, but it can also be a time of financial stress if you’re stuck in a place that doesn’t suit your financial needs. Choosing the right location can help you stretch your retirement savings, improve your quality of life, and make your golden years truly golden.
We believe that a 401(k) is one of the most important retirement planning tools we have. You pay into it for decades and will likely need to rely on it, among other income sources, for decades in retirement. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly. There are several important things to know about your 401(k), such as how much you can contribute, options for your 401(k) when you leave your job, and how much you are paying in 401(k) fees..
2023 Tax Planning Guide
After a tumultuous 2022, filing your taxes this year could potentially be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact whether your taxes will increase and whether you need to rethink your tax strategy.
The Woman’s Retirement Planning Guide
Legacy & Estate Planning – Understanding The Basics
Market Volatility – Protecting Your Savings
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We excel in providing expert guidance for the development and maintenance of retirement plans that are designed to be easily comprehensible. As your fiduciary, that’s our committment to you.
It’s not uncommon for us to receive inquiries about fiduciaries. So, what exactly is a fiduciary? In simple terms, a fiduciary is someone who is legally obligated to prioritize your best interests.
If you find yourself in retirement or approaching that stage of life, and you desire a retirement plan that is clear and straightforward, we invite you to schedule a 30-minute call with us. During this call, our objective is to address and resolve your most pressing retirement concerns while presenting solutions that will ignite a sense of anticipation for your future.
We proudly cater to clients across California, and we eagerly anticipate the opportunity to assist you in the process of retirement planning.