Bull Strategic Wealth

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Bull Strategic Wealth Bull Strategic Wealth, we believe in strategic guidance, transparent communication, and long-term relationships built on trust.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

10/19/2026

Generally, the process for buying a house that is for sale by owner is the same as with a real estate agent.

10/16/2026

Here is a list of tasks that may need to be completed upon the death of a family member.

10/14/2026

The applicable exclusion amount is the amount that can be sheltered from federal gift and estate tax by the unified credit. The basic exclusion amount is $15,000,000 (in 2026, $13,990,000 in 2025). In 2011 and later years, the unused applicable exclusion amount of a deceased spouse is portable which...

10/12/2026

Follow some basic rules to help yourself make smarter choices when investing for retirement.

What a great night of education, networking, and fun! ⛳️Bull Strategic Wealth had a wonderful time partnering with Joy B...
10/12/2026

What a great night of education, networking, and fun! ⛳️

Bull Strategic Wealth had a wonderful time partnering with Joy Barnes with The Joy of Real Estate, Joe Kingsley with Inland Securities Corporation, and Matt & Sheena Dauber with Par Fore Golf Co.

A special thank-you to Joe Kingsley for sharing his knowledge and providing such an informative presentation. We’re also grateful to everyone who joined us for an evening of learning, connecting, and building relationships!

Thank you to our amazing partners and everyone who made this event a success. We look forward to many more opportunities to connect with our community!

10/09/2026

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and work-based retirement plans after you reach age 73 (75 for those who reach age 73 after December 31, 2032;....

10/07/2026

A new comparability plan is a qualified profit-sharingplan that can have more substantial contributions for favored employees(usually higher-paid workers and key employees). With this type of plan,contributions are not allocated strictly as a percentage of compensation.Instead, by dividing up plan p...

10/05/2026

Taxable distributions you receive from your IRA or retirement plan before you reach the age of 59½ are generally considered by the IRS as premature distributions (or early withdrawals). To discourage these premature distributions, they are not only subject to the usual federal and state income taxe...

10/02/2026

The Securities and Exchange Commission (SEC) proposed regulatory changes that would offer public companies the option to report their earnings semiannually instead of four times a year.

09/30/2026

Learn the contribution limits for IRAs and employer-sponsored retirement plans.

Address

560 Newnan Crossing Bypass Suite 125
Newnan, GA
30263

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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