Learn about our specialized guidance in financial strategies for your child’s education, including 529 plans and custodial accounts to support their academic journey.

Amid high inflation and tax burdens, two-thirds of Americans now fear financial instability more than death, emphasizing the critical need for comprehensive financial planning and policy reform to enhance economic security.

Feeling overwhelmed by financial planning? J. Blum & Associates Wealth Management offers a clear view of your financial future, helping you maintain confidence through life's changes and challenges. Learn more about our dynamic planning process and stay secure in your financial journey.

A KFF survey reveals significant anxiety among adults about managing long-term care, with a large majority unsure about funding and government support. This underscores the urgent need for enhanced education and family discussion on long-term care planning.

Learn how J. Blum & Associates Wealth Management tailors corporate retirement plans to meet your business objectives and support your workforce, providing comprehensive and effective benefits.

As we navigate the new normal, the U.S. economy presents many challenges and opportunities, significantly shaped by the government's hefty financial interventions during the COVID-19 pandemic. It's a lot to wrap your head around, but here's a breakdown of what's been happening and how it might affect us going forward.

Explore the four market types that define the stock market: Good News is Good News, Good News is Bad News, Bad News is Bad News, and Bad News is Good News. Understanding these can enhance your investment strategies in response to monetary policy shifts and market dynamics.

Tax season is here again, and guess what? It's not just about crunching numbers; it's filled with opportunities, whether you're getting a refund or need to square up with the IRS.

Retirement planning requires understanding and integrating strategies for Required Minimum Distributions (RMDs) and Capital Gains, balancing their tax implications to ensure a confident, stress-free retirement.

Exploring the US stock market's post-pandemic recovery, tech boom, inflation concerns, regulatory changes, and geopolitical impacts offers a dynamic and multifaceted investment landscape for informed and strategic decision-making.