Retirement Planning California: Year-End Checkup for Financial Confidence & Tax Benefits

Are you a Californian nearing or in retirement, worried about scattered investments, rising costs, and potential tax headaches as the year ends? If your financial life feels cluttered, now is the perfect time for a strategic, year-end cleanup!

In this episode of Your Financial Compass, financial advisor Scott Vlahon and the Bulman Wealth Group team discuss crucial steps to organize your finances, minimize stress, and maximize your financial position before January 1st.

Focusing on Retirement Planning California, we cover:

• Financial Confidence California: Learn how consolidating old accounts (like forgotten 401(k)s, which average $56,000 lost) transforms confusion into clarity, giving you confidence in your retirement income.

• Retirement Tax Benefits California: Discover critical, time-sensitive tax strategies for your accounts (401k, IRA, Roth) that can only be optimized with a clear inventory. We discuss retirement tax benefits California residents often miss.

• Long-Term Care Planning California: Why a simple financial checkup must include reviewing key legal documents and strategies for long-term care planning California—ensuring you protect your legacy, not just your investments.

• Financial Advisor California: We explain the value of partnering with an independent financial advisor California to gain the ongoing coordination and coaching needed to navigate volatile markets and complex life changes.

Stop letting financial clutter complicate your peace of mind. Let Bulman Wealth Group be your financial GPS.

Ready to gain control? Contact our financial advisor California team to receive your complimentary Financial Compass Review and your FREE Financial Inventory Checklist: 📞 888-970-4685