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.



January 2017 Newsletter

  • Medicare and Medicaid: What’s the Difference?
  • Key Retirement and Tax Numbers for 2017
  • Growth, Value, or Both

December 2016 Newsletter

  • Playing Catch-Up with Your 401(k) or IRA
  • The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season
  • What It Means to Be a Financial Caregiver for Your Parents

October 2016 Newsletter

  • Earnings Call: A Closer Look at Financial Reports
  • Ten Year-End Tax Tips for 2016
  • Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials

August 2016 Newsletter

  • Investors Are Human, Too
  • Be Prepared to Retire in a Volatile Market
  • Understanding the Net Investment Income Tax

July 2016 Newsletter

  • Mid-Year 2016: An Investment Reality Check
  • Q&As on Roth 401(k)s
  • Finding and Claiming Forgotten Funds