Am I on track? | Questions for consideration at different phases

Archive for January, 2020

    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 […]

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