Rick Bloom, CFP®, RICP®

(914) 288-8929

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Share |
 

Related Content

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

As of Today, You’re Different.

As of Today, You’re Different.

Help others achieve life-long financial balance with just a desire to be something different.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

 

Have A Question About This Topic?







Thank you! Oops!

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

View all articles

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators

Surprises

Making the most of surprises is a great reason to work with us.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos