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
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Saving for College 101
Here’s a crash course on saving for college.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
It's easy to let investments accumulate like old receipts in a junk drawer.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What are your options for investing in emerging markets?
There are a few things to consider when buying or leasing your next vehicle.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.