What’s Your Definition of Financial Confidence in Retirement?

retirement planning California

Imagine a retirement where you can pursue your passions without financial worries. What would that look like for you? Perhaps it’s traveling the world, spending quality time with family, or finally picking up that hobby you’ve always dreamed of. Financial confidence in retirement often means having enough income to cover your expenses without the need […]

Retirement Planning for Healthcare Heroes: Building a Strong Financial Future

retirement planning for healthcare professionals

As a healthcare professional, you dedicate your life to caring for others. Your tireless work and commitment to serving individuals in your community require a demanding schedule and long hours. As a result, it’s not uncommon for retirement planning to take a backseat for busy medical professionals. At Bulman Wealth Group, we are a Roseville […]

A Guide to Retirement Income Planning in Roseville

Retirement is something that we all dream of experiencing one day. It’s the reward for decades of dedication and hard work. Whether you are nearing retirement in the next few years or are recently retired, you should start planning for it now – it is never too late. Rising longevity means your retirement could last […]

The Great Pension Shift: From Guaranteed Gold Watches to DIY Retirement

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Remember your grandparents boasting about their “golden parachute” – the generous company pension plan waiting for them at retirement? Today, that picture is fading fast. The remaining recipients are government workers. Corporate America has shifted gears, leaving many wondering: where’s the safety net in this new retirement paradigm? It’s not just you feeling the impact […]

Adjusting Your Retirement Plan for 2024’s Economic Challenges

retirement planning roseville

2024 could be an interesting year for investing retirement assets due to the uncertain market conditions that persistent inflation, earnings fluctuations, and a Presidential election will impact. So, the question is: “Will my current retirement plan protect the value of my assets in a prolonged down market?” This highlights why retirement planning in Roseville will […]

Ep 12: Empty Nesters – Balancing Financial & Personal Goals

On episode 12 of Your Financial Compass, Scott has some great advice for empty nesters. You might think your budget’s about to open up when the kids move out, but a recent study shows that parents don’t always end up with more money in their pockets. Scott explains the challenges of lifestyle inflation and gives some tips on where to invest those extra dollars if you’re able to stay disciplined.

Ep 9: SECURE Act 2.0 – Retirement Changes You Need to Know

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up.

Ep 6: What to Know About Required Minimum Distributions (RMDs)

Since we get questions on RMDs quite a bit, let’s dive in a little deeper on what you need to know. What do these actually mean? Who does it apply to? How might it change in the coming years? We’ll answer those questions and more on this episode.