Alana Macy on Colorado Public Radio
Alana Macy, CFP®, MBA of Bloom Wealth Advisors joined Colorado Matters to discuss market volatility and what investors can do now. She shared three key tips: don’t panic, keep investing if you’re in accumulation mode, and have a plan for short-term needs. She also touched on inflation …
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
Identity Theft Webinar
Wealth Advisor Alana Macy shares essential tips to protect yourself from scams and identity theft. Learn key facts, warning signs, common scams, and practical steps to prevent and address identity theft.
Question of the Quarter: Understanding the New Tax Bill
Signed into law on July 4, 2025, the *One Big Beautiful Bill Act* (OBBB Act) introduces major changes to taxes, savings, and government benefits. Whether you’re planning for retirement, saving for your family, or running a business, here’s what you need to know.
The 8 Golden Rules of Managing Money Together
When it comes to managing wealth as a couple, I like to say there really is no right answer. I’ve worked with some couples who share everything and other couples who’ve been married for 40 years and split everything down the middle. As a couple, what is most important is that you find a way …
Question of the Quarter: If the market does continue to pullback, what can I do? And what is Bloom doing for me?
The start of the year has brought a ton of changes: a new administration, layoffs, tariffs, market volatility, and so much more. We’ve experienced a market pullback this year, and many of our clients have asked how they can respond to the current environment. We’ve compiled a he …
Question of the Quarter: What are we paying attention to in the markets for 2025?
As we step into 2025, we know a new year has the potential to bring us opportunities and uncertainties. As your financial partner, we are committed to guiding you through evolving economic trends, global shifts and market fluctuations. The five key areas we are paying attention to in 2025 are:
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 …
