Question of the Quarter: Should I Consider a Retirement Community?
This question of the quarter is more niche than usual, but it’s mainly because retirement communities have been the hottest topic among our clients all year. Many of our clients are approaching the phase of life where they are considering: “What’s next?” “Am I ready to have less house?” “Ca …
When To Start Giving Your Kids Allowance
My oldest son, Story, turns 5 this month (I can barely write this out, as I’m in denial), and he’s starting to understand the concept of money more and more. My husband and I have been toying with the idea of when to start giving him an allowance and getting him some practice with money. …
Giving With Purpose Webinar
Join Partner, Wealth Advisor Alana Macy as she breaks down practical, tax‑efficient strategies for charitable giving. In this quick, informative session, you’ll learn how to align your giving with your financial plan, choose meaningful organizations, and avoid common scams—so you can give w …
Question of the Quarter: What is Bloom Doing During Market Volatility?
It’s been a little over a month since the war broke out in the Middle East, and since then, there has been a lot of uncertainty, stock market volatility and sky rocketing oil prices. Whenever there are geopolitical events, it is normal to feel nervous and you are not alone if you are conce …
Stop Playing Defense With Taxes
Can I tell you what would be really nice when it comes to tax planning? If we could just know exactly how much money you were going to make over your entire career and exactly what the tax rate would be over your lifetime. If we only knew all the unexpected expenses that would come …
Question of the Quarter: Why does the stock market seem disconnected from the economy?
It’s no secret that the stock market had a volatile, yet great year in 2025. Many people ask us why it feels like the stock market is all over the place, but the economy still seems stable? The truth is, there are a lot of factors that go into day to day stock prices, and …
How to Protect Yourself from Phishing and Online Scams
How often do you see a funky email that makes you stop in your tracks and question if it is legitimate? For me, it’s almost every single day. Going through my emails there are loads of “you won a free iPhone 15 Pro!” or “click this link to pay your toll bill” or plenty of …
RMDs Made Simple Webinar
Watch the recording of our live webinar, RMDs Made Simple presented by our Wealth Advisor, Alana Macy, MBA, CFP®, to learn everything there is to know about Required Minimum Distributions (RMDs). During the webinar you will learn: When you start taking Required Minimum Distributions How RMD …
The 5 Secrets to Building Wealth
Believe it or not, the road to building wealth isn’t a secret. Building wealth is a marathon not a sprint and it takes time and consistency. At Bloom Wealth Advisors, we help families build wealth and maximize their wealth to help them pursue their goals. I’m on a mission to help educate an …
Question of the Quarter: What a Government Shutdown Means for Your Investments
What does a government shut down mean? And how are we investing through it? At the time I’m writing this Question of the Quarter, the U.S. government has been shut down since Congress missed the October 1st funding deadline. By the time you read this, who knows, the government shutdown co …
