By Brian Bloxom, ChFEBCSM You’re aware your children have a lot on their plates when it comes to learning. Among all the valuable lessons you wish to impart—like kindness, respect, and a strong work ethic—financial literacy should be right up there at the top. Why is that? Because financial …
Blog
How Business Owners Can Catch Up for Retirement in a Hurry
By Brian Bloxom, ChFEBCSM Running a business is often more demanding than a regular job, making managing both personal and business finances a challenging juggling act. One of the biggest hurdles for business owners to overcome is creating a plan for long-term personal wealth—particularly for …
Social Security Claiming Strategies for Single, Divorced & Widowed Women
By Brian Bloxom, ChFEBCSM It’s no surprise that women often experience more retirement hurdles than men, given lower wages and career breaks for caregiving. And if you find yourself as a single woman, you’ll have another layer of complexity to these challenges. With longer life expectancy, …