Medicare Open Enrollment By Cindy Szymanski, CFP®

Archive for 'Financial Planning'

   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 […]

By Scott Whyte, AAMS®, Financial Advisor, Bloom Asset Management The Social Security Administration(SSA) announced recently that they have resumed mailing benefits statements which let workers know what they can expect to receive when they start drawing Social Security benefits. The SSA phased out the mailing of statements in 2011, which allowed them to save about $70 […]

By Rick Bloom, J.D., CPA Bloom Asset Management I read an article recently about a retired couple who is now home free. They sold their home and their possessions and they now travel the world living a month or so here and a month or so there. They have found that their cost of living […]

  By Jack K. Riashi, Jr., CFP® I read an interesting article the other day that was written by one of my peers in the industry, Craig L. Israelsen. Mr. Israelsen was making the point that it is a real challenge for individual investors to stay away from comparing their portfolios to one particular market […]

Save Early, Save Often

By Scott Whyte, AAMS®, Financial Advisor         I believe many people invest with the mistaken assumption that what you invest in is what matters most as opposed to how much and how often you invest. Now, I certainly would agree that what you invest in matters quite a bit. However, when you […]

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