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Archive for February, 2015

Kids and the markets

By Brian Weisberger, Investment Analyst I was recently having a discussion with some friends about how to introduce their kid to investing in the markets.  We reflected back to when we were in middle school and teachers gave an assignment where we were giving $1,000 in mock money (that was big money for middle schoolers […]

By Scott Whyte, AAMS, Financial Advisor Bloom Asset Management Recently I wrote a blog on what types of social security benefits might be available for a divorced spouse.  Another area of social security benefits that is important for those who are married is the rights of widows and widowers to be able to qualify for […]

New Tax Laws Come with New Tax Forms

By Cindy Szymanski, CFP®, Financial Advisor Bloom Asset Management         The Affordable Care Act (ACA) or Obamacare, as it is commonly referred to, has some key tax reporting provisions for the 2014 tax filing season.  Before reviewing how and if you have to report, let’s review some new terms: Minimum Essential Coverage […]

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