What It’s Like To Work With Bulman Wealth Group?

Do you feel overwhelmed with financial planning and feel there are too many things to tackle? Are you not exactly sure where to get started? Today we will cover our process here at Bulman Wealth Group, guiding you through what it feels like to become a client with us.

Beyond the Nest Egg: Is Your Legacy Plan on Solid Ground?

wealth management roseville

When planning for retirement, many focus only on building their nest egg, but there’s more to consider. Legacy planning is often overlooked, yet it is crucial. Shockingly, according to a recent study, only 32% of Americans have an estate plan. Many people believe having an estate plan is important. However, common reasons for not having […]

Don’t Make These Top 5 Retirement Planning Mistakes

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They say experience is the best teacher, and there’s no denying the value of learning from your own mistakes. But let’s be honest, isn’t it better to learn from the missteps of others and avoid the bumps and bruises altogether?  This is especially true regarding something as crucial as retirement planning. Unfortunately, many people make […]

The Core Aspects for Any Financial & Retirement Plan

If you’ve ever felt lost in the maze of retirement planning, you’re not alone. The road to a secure financial future can be fraught with confusion and complex decisions. But fear not, this show will serve as your guide through the twists and turns of preparing for the next chapter of life.