Something about Mary…

When the 60-something woman walked into the office I could see her fighting back the tears. From time to time this happened to me as a financial advisor. After all, once you’ve counseled 500+ families about retirement, you’re bound to...

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2016 End of Year Review

A lot can happen in one year... 2016 was no exception. It may have felt like it had more downs than ups, but hey, you made it through. And if you can make it through 2016 then you can make...

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retirement-savings-blooom

Dear People Who Want to Retire

I’m 34-years old and barely a millennial. I’ve worked in finance for 10 years, which relatively speaking, is not a long time, but enough to look back with insight and a vested eye on the future. I grew up in...

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stock market returns election

President Proof Your Portfolio

Well, folks. We’ve nearly made it. The election is roughly 24 hours from being over. And with that will come a new person sitting in the Oval office – oh, and…the end of a bajillion political ads peppering our televisions!...

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Don’t Call Me Lazy

I am always intrigued by the comments we get on blooom’s Facebook page. Some are wonderful and uplifting, some are hilarious, and others. . . well let’s just call them “interesting.” But the ones that really catch my attention are...

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