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.



February 2016 Newsletter

  • Changes to Social Security Claiming Strategies
  • Filing Your 2015 Federal Income Tax Return
  • Quiz: Which Birthdays Are Financial Milestones?

January 2016 Newsletter

  • Assessing Portfolio Performance: Choose Your Benchmarks Wisely
  • Estate Planning Strategies in a Low-Interest-Rate Environment
  • Are There Gaps in Your Insurance Coverage?

December 2015 Newsletter

  • When a Saver Marries a Spender, Every Penny Counts
  • Give Your Retirement Plan an Annual Checkup
  • Periodic Review of Your Estate Plan

November 2015 Newsletter

  • Don’t Forget About Year-End Investment Planning
  • Think Twice Before Counting on a COLA
  • Dealing with Medical Billing Issues

October 2015 Newsletter

  • The Fed Kicks the Can Down the Road
  • How Will Bond Funds React to Rising Rates?
  • Investors Are Driving Expense Ratios Down
  • A Few Simple Tips for Fund Investing