Setting up the next generation for success! Teach financial literacy during quarantine

Archive for 'Financial Planning'

  By: Stephanie Bloom Although many kids are taking advantage of remote learning, many parents are looking for additional ways to further enrich their children’s education from home. (Or simply looking for a way to keep kids occupied so Mom and Dad can get some work done). It feels obvious for parents to dedicate time […]

    By: Jack K. Riashi, Jr., CFP® The first quarter of 2020, or, the first quarter of a new decade, will go down in history as being one of the worst quarters in market history due to a global health pandemic.  This is not the kind of historic achievement we care to remember. We […]

    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 […]

  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 […]

   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 […]

By Ken Bloom, J.D., LLM I recently read a study about the employment growth rate of people 65 and older that that startled me.  Since 2000 the percentage of adults employed in the workforce has steadily declined while the percentage of elderly Americans working has steadily increased. The labor participation rate (the percentage of people […]

By Ken Bloom, J.D., LLM One of the biggest issues facing senior citizens these days is the increase in financial fraud and scams that can cause them to lose part or their entire retirement portfolio. And when they are the victims of a fraud seniors are too embarrassed to do anything about it – it […]

By Ken Bloom, J.D., LLM It probably won’t come as a shock that women in the U.S. live five years longer than men on average.  But what may surprise you is that women are not financially prepared for their later years. A recent survey conducted by Merrill Lynch in partnership with Age Wave, “Women and […]

By Scott Whyte, AAMS, Financial Advisor The Social Security Enhancement and Protection Act of 2015 (SSEPA) will start impacting every day citizens in the near future. The Act was created as part of the bi-partisan budget passed in November 2015 and addresses what many politicians had labeled a loop-hole in the system. I believe it […]

U.S. #1 in Oil and Gas Production

By Brian Weisberger, Financial Analyst Bloom Asset Management “We’re number one, we’re number one…”  I bet you didn’t realize that over the summer the United States surpassed Russia and Saudi Arabia, the former #1, in the production of Oil and Natural Gas around the globe. Now understand these global oil powers are not just idly […]

Rick Bloom Newsletter

Add your email address to subscribe.

Connect with Us