Listen to a financial advisor, not a celebrity

Archive for 'Stephanie Bloom'

    When it comes to financial celebrities (because that is clearly a thing), Dave Ramsey is on top of the list. He has made a huge career for himself and has helped many get out of debt and on a path towards financial freedom. He definitely provides some great advice, however there are a […]

  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: Stephanie Bloom The last few days and the next few weeks are sure to test all of us. We have all gone through moments of fear, worry and sadness. Personally, I have found comfort reading the story of Isaac Newton during the Great Plague of London, which killed over one-quarter of London’s […]

My new home. My new investment?

    By: Stephanie Bloom Over the last few years, most of my friends have become homeowners. My husband and I jumped on the “American Dream” train and bought a home in a historic neighborhood in Detroit. When talking to friends about home ownership, they’ll often say things like: “Your home is a great investment! […]

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 […]

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 […]

    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 […]

Rick Bloom Newsletter

Add your email address to subscribe.

Connect with Us