Question of the Quarter | Why should I utilize a bucketing strategy in retirement?
When you are nearing retirement or in retirement, it is normal to shift your investment philosophy to better fit your needs and goals. During your career, you may not have worried about market corrections or downturns as much, because you weren’t tapping into your portfolio yet. However, wh …
5 Things to Do Before Year End If You’re a Young Parent
Save For College If you don’t already have a 529 plan open, now is a great time to get one open before year end. A 529 plan is an investment account for college expenses. At Bloom Wealth Advisors, we believe this is the best way to save for college. The sooner you start investing for …
Question of the Quarter: Will I Pay Taxes if I Sell My Primary Residence?
Lately, it seems a lot of our clients are selling (or exploring selling) their homes and we’ve been asked a lot how taxes may impact their sale. If you’ve lived in your home a long time or live in a highly appreciated area, it’s no wonder you’re concerned about taxes. There have been many c …
Living In Retirement Webinar
Learn how to manage The Big, Irreversible Decisions Managing Cash Flow in Retirement Starting Social Security Tax Planning Opportunities Bucketing Strategy
Are Roth Conversions Right for You?
Understanding Roth Conversions A Roth conversion is a process where you move funds from a traditional IRA or 401(k) into a Roth IRA. Unlike traditional retirement accounts, Roth IRAs offer tax-free growth and tax-free withdrawals in retirement, making them an attractive option for many inve …
A Beginner’s Guide to Budgeting
Do you struggle to know where your money goes each month? This helpful guide provides easy, step-by-step instructions for creating and following a budget. Download our complimentary guide, “A Beginner’s Guide to Budgeting” to take the mystery out of managing your money!
What’s Going On with Interest Rates?
Interest rates have been a hot topic of conversation for the last few years and you may have heard that at the last Federal Reserve (Fed) meeting, they decided not to raise interest rates again. There is a lot of noise out there, so let’s break it down for you.
