In the world of personal and business finance, the traditional advice has often leaned towards the perceived safety of banks. However, a...

Click here to talk to Bloomwood about your finances. Trusts play a vital role in managing assets, providing for beneficiaries, and...

Click here to talk to Bloomwood about your finances. In the administration of trusts, the right to be treated impartially is a...

Click here to talk to Bloomwood about your finances. In the governance of trusts, beneficiaries are not mere spectators; they possess the...

Click here to talk to Bloomwood about your finances. The right to accounting is a crucial aspect of a beneficiary’s rights within a...

Click here to talk to Bloomwood about your finances. The right to distributions is a key aspect of a beneficiary’s rights within a trust....

Click here to talk to Bloomwood about your finances. In the realm of trust law, the right to information stands as a pillar of...

In the intricate world of tax regulations, the Augusta Rule emerges as a beacon of relief for business owners seeking to minimize their...

Navigating the world of saving for education, the 529 plan stands out as a smart choice for many, thanks to its tax perks and...

The concepts outlined in "The Behavioral Investor" by Daniel Crosby can be particularly insightful in explaining why a client of a...

Click here to talk to Bloomwood about your finances. We aim to save 20-50% on your tax bill and/or create substantial value on your...

Here is a real life example from one of my client families that wanted to retire, but wanted to make sure they did it right. This is a...

Ray Dalio, an influential investor and author, is known for his unique principles that guide both his professional and personal life. One...

Looking to start a retirement plan for your business in 2024? Check out this flow chart to guide you through which retirement plan type...

For your tax awareness: One document with most of the figures you will need in 2024 (brackets, social security, contribution limits,...

For those of you who run businesses and care about exiting for a great price at some point, please take a look at the following...

The other day, I had a call with a business owner. She told me: "I don't have enough to use a financial planner." While that statement...

Reflecting on a crazy '22 and wild beginning to '23. As an organization, we have done our best to maintain nimbleness and adaptability in...