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.



April 2016 Newsletter

  • Six Potential 401(k) Rollover Pitfalls
  • When Disaster Strikes: Deducting Casualty Losses
  • What’s New in the World of Higher Education?

March 2016 Newsletter

  • Rates on the Rise: Strategies for Fixed-Income Investors
  • Cost of Living: Where You Live Can Affect How Rich You Feel
  • Can You Get to a Million Dollars?

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