Social Security Optimization
Social Security is part of the retirement plan for almost every American, but did you know, claiming Social Security at the wrong age may reduce your benefit by up to 57%! Social Security is a complicated program and Bloomfield Investment Group is here to help you optimize your benefits through a...
Investment Planning
Whether your investment strategy is conservative or aggressive, we offer appropriate solutions to supplement that approach. Bloomfield Investment Group can help create an investment strategy that is custom-tailored to align with your risk tolerance, time horizon, and financial goals. We provide...
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
Education Planning
As the costs of college tuition continues to increase, it is never too early to start saving for future higher education expenses. A 529 plan is a tax-advantaged investment that simplifies saving for college or other post-secondary training for a designated beneficiary, such as a child or grandchild...
Estate Planning
Planning for the transfer of assets at death is a critical element of retirement planning especially if there are survivors who are dependent upon the assets for their financial security. Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are...
