Rick Bloom, CFP®, RICP®

(914) 288-8929

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
 
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Financial Hacks for Millennials: Are Credit Cards A Necessar

Financial Hacks for Millennials: Are Credit Cards A Necessar

Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

 

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What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Business Boosters: Holding on to Talent

No matter what business you’re in, once you start hiring employees, you get into the people business.

Savings and Cash Flow

Savings is a critical tool to ensure positive cash flow in your personal finances.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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