Rick Bloom's Corner

Tax Issue – (Q & A)

  I have a tax issue that I hope you can help me with. A few years ago my wife and I got divorced. After the divorce I continued to use the same tax person. It is the same tax person my ex also uses. This year I decided to make a change. My new […]

Living Trust – (Q & A)

  Last week at the Observer & Eccentric Spring Senior Expo I spoke on estate planning. The following is one of the questions I received and I thought I would share it with you. A gentleman and his wife approached me and explained their situation. They have three kids and a few years ago, their […]

  It’s hard to believe that the first quarter of 2017 has come and gone. By now you most likely have forgotten about what your 2017 New Year’s Resolutions were. However, one thing that many of us say at the beginning of a New Year is that we are going to do a better job […]

Home-Equity Loans – (Q & A)

  Dear Rick: I have a problem that I hope you can help me with. I am in my mid 40’s and about two years ago I got divorced. We were able to resolve everything without any fights or drama. At the time of the divorce I wanted to keep our house so my wife, […]

Spending Your Income Tax Refund

  For many of you there’s a mad rush to complete your 2016 tax return or to file an extension. For others, you have completed your return and, in fact, have already received your refund. For those of you who have received your refund or are going to receive it in the very near future, […]

First Required Minimum Distribution

    It seems that we go from one deadline to another. For most people the next deadline is Tax Day and this year because of a weekend and a holiday, Tax Day is on April 18. However, for many people there is another deadline that is much sooner than April 18 and penalties for […]

Financial Question – (Q & A)

  Dear Rick: My husband and I are going back and forth on an issue and we would love your thoughts. From a financial standpoint we’re in good shape. My husband’s pension along with our Social Security covers all of our living expenses. In addition, we have about $150,000 in our IRA, an emergency fund […]

April 17th Tax Filing Deadline

It’s that time of year again where people are rushing to organize their tax info and to have their returns completed by the April 18th deadline. This year because April 15th falls on a weekend, the returns are due on the 18th. That being said, there are some issues that are important to keep in […]

The ABLE Plan – (Q & A)

  This past Sunday, March 12, a column titled, “Communication important in these divisive times” was inadvertently published in the printed newspapers and on the paper’s website using my byline and photo. It was not my column. The column was the work of another author with the same last name and the Observer & Eccentric […]

Handling a Medical Emergency

  I want to make my readers aware that the column posted and printed in Sunday’s Observer titled “Communication important in these divisive times” under my byline and photo was not my column. The column was the work of another author with the same last name and the Observer inadvertently used my name and photo. […]

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