Why do I need an estate plan?

Archive for February, 2020

Why do I need an estate plan?

     By: Stephanie Bloom I need an estate plan? You’re sure? But I don’t have any children? Yes. Yes. Yes. For me, estate planning felt like a very “adult” thing to do. It felt like the kind of thing I’d put on the back burner until we had 2.5 kids and a house with […]

Stay Calm During Market Corrections

    By: Jack K. Riashi, Jr., CFP® As I write this blog, markets are reeling from concerns over the coronavirus that seems to be spreading beyond Asia, where it originated.  The number of people infected has risen to about 50,000 while the number who have died has surpassed other virus’ deaths like SARS that […]

Cash In On Your Spring Cleaning!

  By: Jennifer Bloom Groundhogs and weather forecasters are predicting an early spring this year— let’s hope! While the temperatures are cold, I think it’s time to start thinking about some spring cleaning, and how you can turn your closet and unwanted items into cold hard cash! Technology has simplified the process of buying and […]

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 […]

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