Newsletter

Newsletter Archive

Blossom newsletter archive has the entire collection of our newsletters from the last two years. Please feel free to browse around and download any of our previous newsletters.



August 2017 Newsletter

  • Working in Retirement: What You Need to Know
  • Test Your Investing IQ
  • Kickstart Your College Fund with a 529 Plan

July 2017 Newsletter

  • Don’t Let Rising Interest Rates Catch You by Surprise
  • Future of the Federal Estate Tax
  • The Health-Wealth Connection

June 2017 Newsletter

  • Four Numbers You Need to Know Now
  • Student Loan Debt: It Isn’t Just for Millennials
  • Expect the Unexpected: What to Do If You Become Disabled

May 2017 Newsletter

  • Is Smart Beta a Smart Strategy for You?
  • Tax Benefits of Homeownership
  • Is It Wise to Trade Your Pension for a Lump Sum?

April 2017 Newsletter

  • Four Ways to Double the Power of Your Tax Refund
  • Converting Retirement Savings to Retirement Income
  • Spring Cleaning Your Finances