Rick Bloom, CFP®, RICP®

(914) 288-8929

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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Retirement Savings Essentials in your 30s

Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.

Tax-Advantaged Retirement Planning

Reduce your tax liability in retirement.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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