Bull Strategic Wealth

09/02/2026

This is a brief primer on this retirement savings plan for servicemembers and federal government employees.

08/31/2026

A reverse mortgage is a loan secured by the equity in your home.

08/28/2026

Asset allocation can help you manage the level and type of risks you face as an investor.

08/28/2026

08/26/2026

Something BIG Is Coming! 🎉

Are you a financial professional, REALTOR®, CPA, attorney, or real estate investor? Then you won’t want to miss this!

Bull Strategic Wealth has an amazing event coming soon, and we’re excited to partner with The Joy of Real Estate, Joy Barnes with Berkshire Hathaway HomeServices, and Joe Kingsley with Inland Securities Corporation for an evening designed for business professionals to connect, learn, and have fun!

🤝 Networking
🍴 Great food
🥂 Drinks
🏌️ Fun
🎁 And an exciting surprise!

Stay tuned for more details! 👀

08/26/2026

A top-hat plan is a type of nonqualified deferredcompensation (NQDC) plan that is established to provide unfunded deferred compensation benefits only to a select group ofmanagement or highly compensated employees. ("Unfunded" means that employersdon't formally set aside funds for these benefits; ins...

08/24/2026

If you meet certain conditions, you can set up and contribute to an IRA (traditional or Roth) for your spouse, even if he or she receives little or no taxable compensation for the year of the contribution. Such an IRA is commonly referred to as a spousal IRA. A spousal IRA is not, however, a special...

08/21/2026

Valuation is any method used to assign a dollar value on property or business interests for federal gift and estate tax and federal generation-skipping transfer (GST) tax (together referred to here as estate taxes) purposes. Knowing the value of your property may help you estimate and plan to reduce...

08/19/2026

If you itemize deductions, you can generally deduct "qualified residence interest" you pay on certain home mortgages taken in connection with your primary residence and a second residence. (You cannot deduct mortgage interest with respect to a third residence.) This deduction generally applies only....

08/17/2026

The latest issue of Market Week is available.