By Brian Bloxom, ChFEBCSM With over 25 years of work in the field of financial services, I’ve had the opportunity to connect with hundreds of individuals from diverse backgrounds and walks of life. Regardless of their unique situations, many people consistently make the same financial mistakes. …
Retirement Asset Withdrawal Strategies for a Stable Future
By Brian Bloxom, ChFEBCSM You’ve worked hard to build your retirement savings, whether it’s been through decades of contributions or through other means. Now, as you approach the next phase of your financial journey, it’s essential to strategize wisely to optimize the benefits of your nest …
Estate Planning at Every Stage of Life
By Brian Bloxom, ChFEBCSM Do you wonder if estate planning is just for older folks or the rich? Think again! Whether you’re starting your career in your 20s or enjoying a peaceful retirement, estate planning is important for everyone. But here’s a shocker from a 2024 survey: only 32% of …