by Michael Blumenfeld | Sep 10, 2025 | blog
As you approach retirement, you’re playing a game of risk and reward with your savings and investments. A solid retirement plan will take into account eight risks as you approach retirement: Market volatility Taxes Inflation Political changes Demographics...
by Michael Blumenfeld | Aug 12, 2025 | blog
Financial planning for your family and your future can be daunting. If you’re overwhelmed by how much you feel like you don’t know about financial planning, my new podcast, Wealth and Wisdom, is perfect for you. Each episode is less than ten minutes, and I keep things...
by Michael Blumenfeld | Jul 31, 2025 | blog
While saving for retirement may not be as exciting or motivating as saving for your next Disney vacation, it is incredibly important to make sure that you prioritize your saving habits from as early an age as possible. One of the hardest lessons to learn — but one...
by Michael Blumenfeld | May 12, 2025 | blog
This Mother’s Day, what better gift for your mom than the peace of mind that her future is secure? The gift of long-term care insurance could be the difference between security and financial ruin. Peace of mind is priceless If the cost of future long-term care...
by Michael Blumenfeld | Apr 8, 2025 | blog
If you first bought your life insurance policy when you were young and just starting a family, chances are that you opted for term life insurance. Many young couples chose this plan because it’s cheap, simple, and you know it’ll cover your children while they’re young...
