Newsletter - Blossom Wealth Management

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

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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

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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

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August 2016 Newsletter

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

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July 2016 Newsletter

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

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contact

Blossom Wealth Management
P.O. Box 125
Alamo, CA 94507

James: 925.833.9999
George: 925.946.9999
Fax: 877.665.8765

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[email protected]

925.833.9999

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referral philosophy

All advisory services are conducted through Blossom Wealth Management, LLC, a Registered Investment Advisor. Securities offered through KW Securities Corporation. Member FINRA – SIPC. Check the background of this investment professional on FINRA's Broker Check.