BL Financial Group

Knowing the difference between a 401(k) and an IRA could have big implications this tax season. Learn more about how these accounts tax your money differently.

The 2 main types of retirement accounts tax your money differently, and knowing which to use could be the key to saving even more 401(k)s and IRAs come in two varieties: Roth and traditional. The main difference between the two is when the money is taxed.

Please review the market update by Advisors Capital Management in regards to the market concerns regarding the Coronavirus

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5 Reasons to Get Life Insurance Now, Even If You Think You’re Too Young to Need It

5 Reasons to Get Life Insurance Now, Even If You Think You’re Too Young to Need It It’s time to finally understand what life insurance is, no matter how old you are.

Check out this week’s economic commentary from Advisors Capital Management “Coronavirus Threat Grows, But Is The Market Overreacting?"

Coronavirus Threat Grows, But Is The Market Overreacting? – Advisors Capital Management March 2, 2020 The news on the novel coronavirus continues to roil markets and we are getting more frequent questions as to the likely economic and market impact, and what, if anything, investors should do about it. As recent reports shifted from rising recoveries in China to new cases in Europe, Asi...

We're developing next-generation strategies to help you make the right choices for your most important financial decisions—contact me today to get started.

Long term care decisions are both personal and financial. Families should take time for an open conversation to prepare for how each member could be impacted. I can provide you with information to present to your loved ones to discuss what options are right for you.

This month marks a new chapter in helping people build fulfilling financial futures. http://bit.ly/3aaMcvR”

announcing-equitable-a-new-day-for-160-year-old-financial-services-company NEW YORK - January 14, 2020 – Equitable, a leading financial services company and subsidiary of Equitable Holdings (NYSE: EQH), today unveiled the brand it will operate under as an independent, U.S.-based company. Formerly known as AXA Equitable Life, the company will begin this new chapter in its...

Finding time to periodically review your investment choices is challenging. See how I can help guide you into an approach that helps ensure you're progressing towards your retirement goals. http://bit.ly/381yGZu