Bloom Wealth Investment Consulting
Safeguarding your family’s financial future
It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly. Anyone’s parent or parents could encounter situations or challenges that jeopardize the legacy they wish to leave to their children.
Read more…To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
Read more…There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Read more…Imagine, you might enjoy a retirement of 30 years, even longer. Here are some of the financial planning areas affected by the new longevity.
Read more…If you’re retired or about to retire, market volatility is something you want to guard against. But if you’re in your wealth accumulation years, volatility has a silver lining.
Read more…Welcome to the world of cryptocurrency, where millions have been made and fortunes lost. Here’s what you need to know.
Read more…When it comes to helping children financially, there are no financial planning rules to follow. What works perfectly for one family might be unthinkable for another. There are, however, important factors to consider, which can guide you in making a decision.
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