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!
2024 Tax Planning Guide
Step into tax season with confidence and knowledge that empowers! Unleash the potential of your finances with our complimentary eBook for 2024 tax planning. Your wealth, your rules! Seize the opportunity to keep more of YOUR hard-earned money.
Important Birthdays Over 50
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..
The Woman’s Retirement Planning Guide
Legacy & Estate Planning – Understanding The Basics
Market Volatility – Protecting Your Savings