6 Key Questions To Ask When Hiring A Financial Advisor

Archive for 'Rick Bloom'

  By: Jennifer Bloom You have worked hard and saved money and for whatever reason you now want to engage the services of a professional financial advisor. It could be a life circumstance that prompts you to seek help like marriage, divorce, a job change, retirement or perhaps you feel as though you are making […]

By Rick Bloom, J.D., CPA Bloom Asset Management Last week at a talk I gave I was approached by a couple who wanted to know my thoughts on reverse mortgages. They wanted to know if they were gimmicky or something that they should consider. My answer was that I did not think reverse mortgages were […]

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