Rick Bloom, CFP®, RICP®

(914) 288-8929

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

 
 
Don’t Myth Out on Whole Life

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

When the Unexpected Becomes Reality

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

 

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The 12 Steps to Living Confidently: How to Protect Yourself

Protection. We’re obsessed with it these days.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

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