Your 401k is Not a Hermit Crab

Herm and Hermie, our three boys’ cleverly named hermit crabs, never stood a chance. After months of being lobbied, cajoled, bribed, and begged to allow two hermit crabs in our household with untold promises of how they would care for...

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The Market Zigs…and it Zags

Most of blooom’s clients will admit that they don’t often look at the value of their 401k. But if you have been watching the stock market lately you would have seen that it has dropped a fair amount just in...

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120% Rate of Return

If your employer offers a pre-tax retirement savings plan like a 401k, 403b, 457, or similar and they offer a matching contribution you may be the lucky benefactor of a 120% rate of return on your contributions. Let me explain....

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Widen the gap between your last day of work and your last day on planet earth

Chris and I have successfully helped over 400 families enter retirement. Some of those folks continue to live a wonderful and fulfilling retirement. Unfortunately, some only had a brief time to enjoy their retirement. You see, once in a while...

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We’ve been called a lot of things. Now we can add tease to the list.

Which is appropriate – as this is our teaser video for FinovateFall 2014. If you are planning to attend, the video should whet your appetite – and even if you aren’t attending, it’ll probably make you wish you were. Since...

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