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Author: Bloom Investment Counsel, Inc.

Should You Relocate or Stay Put in Retirement? Financial Pros and Cons

You may be living in your most valuable asset—your family home—and contemplating whether or not to use it to help fund your retirement. In addition to emotional considerations, the financial aspects of the decision to relocate or stay put can be significant. This article explores the financial pros and cons to help you decide which “move” is best for you: relocate or stay put in retirement.

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Where Do Dividend Investors Fit within Growth and Value Investing Styles?

As a follow on to our articles Growth vs. Value Investing—How do These Two Styles Differ? and Can You Be Both a Growth and a Value Investor?, in this article we focus on income (dividend) investing as it pertains to equity portfolios. What is income (dividend) investing and where do dividend investors fit within growth and value investing styles?

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Why is a Digital Legacy Important to Your Estate Plan?

Why is a Digital Legacy Important to Your Estate Plan?

You probably think your current estate plan covers all your assets, from real estate or a business to investment accounts, and therefore protects your loved ones and the assets you’ve worked hard to accumulate—but what about your digital assets? In this article, we discuss the definition of digital assets, give examples of what they encompass, and explain why planning for a digital legacy may be an important update to your estate plan.

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