By Brian Bloxom, ChFEBC℠ Many Americans spend the greater part of their adulthood planning and saving for retirement, the significant milestone they’ve eyed for decades. However, that doesn’t tell the whole story. Retirement is more than just a new phase of life. It’s a major shift in how you …
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Are You Missing Out on These Common Tax Deductions?
By Brian Bloxom, ChFEBCSM Many people simply aim to survive tax season without any hiccups. When filing time arrives, some may quickly file, relying only on the most common and familiar tax deductions and credits. However, taking advantage of additional, lesser known tax breaks can significantly …
Your 2025 Social Security Guide
By Brian Bloxom, ChFEBCSM The years leading up to retirement can be a whirlwind of emotions—excitement for what’s ahead, stress about getting everything in order, and uncertainty about navigating the Social Security process. It’s easy to feel like everyone else has it all figured out while you’re …