Broker Check

Rick Bloom, CFP®, RICP®

(914) 288-8929


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Monday, March 26, 2018

Is Your Money Being Used to Improve Your Life? There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we...


Friday, March 31, 2017

I haven’t filed for social security yet; although I’m old enough to do so. If you’re still working when you hit 62 years of age, it probably doesn’t pay as your social security payment will be reduced for every...


Tuesday, March 21, 2017

The similarity between a lifelong New Yorker going to Florida for vacation – and investing… As I sit here in sunny Florida a few days after the recent blizzard in the northeast, it occurs to me that while it’s been...


Wednesday, February 22, 2017

Happy Valentine's Day! President's weekend is next week, Daylight savings time ends in less than a month (March 12th), and winter officially ends in 5 weeks (March 20th). We'd like to say thank you to: Steven Hess Nick Vero For their...


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