Experiencing a significant wealth event, whether planned or unexpected, can dramatically impact your financial life.

By investing wisely, preserving your wealth, and pursuing passions that generate income, you can maximize your retirement income and enjoy lasting financial security.

Discover the essential rules about HSA contributions after enrolling in Medicare and how it impacts your retirement planning. Stay informed to maximize your savings and avoid tax penalties.

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.