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!
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.
Women’s Retirement Planning Guide
Legacy & Estate Planning – Understanding The Basics
Market Volatility – Protecting Your Savings