The Newlyweds Checklist

The Newlyweds Checklist

By: Stephanie Bloom This last 4th of July weekend, my fiancé and I were married. After a 15-month engagement we were thrilled for the weekend to arrive. The 4-day affair was full of events and fun for out-of-towners – everything was spectacular (despite the rain). After a few days in Northern Michigan to recover, we […]

  By Stephanie Bloom Losing a loved one is never easy. The last thing anyone ever wants to think about is the paperwork and necessary to do list. At times it can be challenging to even try to process anything else while grieving. Funeral arrangements are of course a priority, but there are also a […]

    By: Stephanie Bloom After spending the last year working with my dad (Ken Bloom) and uncle (Rick Bloom), friends have begun to reach out for financial advice. I am often asked questions like, “am I on track?”, “at this point in my career, how much should I be saving?”, “what sort of benchmarks […]

Preparing for 2020

    By: Jack K. Riashi, Jr., CFP® After a strong year like 2019, investors are thinking the good times will continue rolling as we head into 2020.  And why wouldn’t they think that after the Fed announced no changes to its monetary policy, the economy is creating jobs, wages are rising, corporate profits are […]

  By Ken Bloom, J.D., LLM In December 2019 Congress passed the Setting Every Community up for Retirement Enhancement Act of 2019 (The SECURE Act). On December 20, 2019 the President signed the SECURE Act into law. The SECURE Act includes several important changes effective January 1, 2020 for individuals. The table below summarizes the […]

  By: Jennifer Bloom Kravis I am a millennial and to be totally honest, the label “millennial” often makes me cringe, mostly because we have been given such a bad rap in pop culture and the media. We have been called “Generation Me” for our presumed self-centered tendencies and the “Peter Pan Generation” for our […]

Portfolio Moves to Consider Before Year-End

  by: Jack K. Riashi, Jr., CFP® As of this writing, stock markets are hitting all-time highs amid signs the economy is not quite as dire as some thought and recent progress on the U.S./China trade negotiations.  The Dow Jones Industrial, S & P 500 and NASDAQ indices are all in record territory!  In my […]

  This is an important time of year as many employer benefit “windows” are open for a limited time.  Now is when you should be reassessing how your benefits have been working for you and it is also critical to adjust these plans for 2020 while you are able. More employers are utilizing Health Savings […]

We are about a month away from celebrating Thanksgiving, that special time of year when we get together with family and friends for good times and good eats.  It is also a great time to take a step back and give thanks to people who have impacted our lives in a positive way, including those […]

   Besides football, Halloween, and the changing of the seasons, October is also the beginning of Medicare Open Enrollment. Medicare Open Enrollment begins October 15th and runs through December 7th. This is the time of year that you can change your prescription portion of your Medicare plan, which is commonly known as Part D. During […]

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