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.

 
 
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.

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

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.

 

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The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Do You Know the Whole Life Story?

Whole life insurance can help to diversify a financial portfolio.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Don’t Myth Out on Whole Life

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

When the Unexpected Becomes Reality

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

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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