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Blog

Row of townhomes
Kolleen Schocke | Jul 11, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Woman writing in a paper planner with a pen
Kolleen Schocke | Jun 11, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Kolleen Schocke | Jun 8, 2021

To Work Or Not To Work In Retirement. That Is The Question.

Retirement
Social Security
A trend towards working at least part time after age 65 is one of the realities of the new economy that gets relatively little press.
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Kolleen Schocke | May 21, 2021

Avoid New Retirement Over Spending

Education
Retirement
Budgeting
You’ve put your time in and the day you’ve been waiting for has finally come. It’s time to retire! You’re done working 40+ hours a week and ready to enjoy the
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Two People talking
Kolleen Schocke | May 11, 2021

9 Important Details about Early Retirement Plan Rollovers

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

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Kolleen Schocke | Apr 27, 2021

5 Critical Things a Financial Advisor Will Do For You

financial planning
Retirement
taxes
Estate Planning
insurance
financial advisor
The money spent on a good financial advisor who is the right fit for you may be the best money you will ever spend.
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Kolleen Schocke | Apr 19, 2021

Generational Planning

Estate Planning
Retirement
Family
Long Term Care
Generational planning is a relatively new concept in financial planning. It recognizes that the financial and life decisions made by one generation often have
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Yellow Volkswagen van on road in desert
Bloomfield Investment Group | Sep 19, 2020

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings
Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial
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fair lights in hands
Bloomfield Investment Group | Sep 19, 2020

Preparing for an Early or Unexpected Retirement

More Americans are retiring earlier than you might think. Planning for retirement is without a doubt a long-term project that takes years of saving and
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Man cleaning floor in restaurant
Bloomfield Investment Group | Sep 19, 2020

Retiring as a Small Business Owner

Retirement
There are over 30 million small businesses in the United States. It can be incredibly rewarding to start and own a successful small business. But one thing that
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