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Archive for December, 2014

Expired Tax Breaks, or Not for 2014?

By Cindy Szymanski, CFP®, Financial Advisor Bloom Asset Management The end of 2014 is fast approaching, and with it is another tax filing season. With our current administration in Washington, it seems more and more common to have to wait until the very last moment to find out of tax breaks really have expired or […]

Money doesn’t always buy happiness

By Ken Bloom, J.D., LLM Bloom Asset Management Can money buy you happiness? As someone who lives in the world of money management and estate planning, certainly wealth building for the future is something I help clients with every day. But a recent article in the Wall Street Journal highlighted recent research that indicates that […]

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