Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Understanding Today’s Financial Environment
Welcome, we’re Bullis Wealth Strategies, a financial organization in Royal Oak, MI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here are 4 great, and sometimes unexpected, places to raise a family.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Agent Jane Bond is on the case, cracking the code on bonds.
Here’s a crash course on saving for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.