Posts filtered by tags: Blooom[x]


 

401(k) Plan Tax Benefits – Why And How To Invest For Retirement

Investing for retirement is fraught with potential potholes in the road. And it is often confusing since there are so many options. Knowing about these 401(k) tax benefits can make your journey to retirement a little less bumpy. R egarding retirement, one thing is certain: investing in ways that take full advantage of tax benefits is important. Investing in only taxable accounts might sound good, since you get more flexibility in choosing how, when, and how much to invest. But the taxes can ta...
Tags: Taxes, Marketing, Social Security, Medicare, Ira, Blooom


Blooom Review 2019: Free 401k Analysis + Human CFP Financial Advice For $10 a Month

Does the New Year have you motivated to give your retirement account a tune-up? As opposed to many other online advisors, Blooom.com (with three Os) focuses on providing advice for 401k, 403b, 457, and TSP accounts by offering both a free 401k analysis and charging a flat $10/month fee for ongoing portfolio management and CFP advice. They don’t require you to move any money over to them. Free 401k analysis screenshots. Anyone can sign up for their free 401k analysis with no commitment. ...
Tags: Reviews, Retirement, Marketing, US, Investing, CFP, Morse, Deals & Offers, Blooom


Blooom Review: Flat Fee 401k Financial Advice (CFP) + Free Upfront Analysis

The numbers tell us that you probably have a 401k and you’re probably managing it yourself. Blooom (yes, with three Os) is a new company that focuses on providing advice for 401k, 403b, 457, and TSP accounts with modest balances, charging a flat $10 a month fee that includes the following services: Fee analysis. Each mutual fund you own charges a “hidden” expense ratio that is quietly taken out of your balances daily. There may also be administrative fees charged by your provider (not to ...
Tags: Retirement, Marketing, US, Investing, Ira, CFP, Morse, RIA, Schwab, Blooom


Blooom Review: Flat Fee 401k Financial Advice (Human CFP) + Free Upfront Analysis

The numbers tell us that you probably have a 401k and you’re probably managing it yourself. Blooom (yes, with three Os) is a new company that focuses on providing advice for 401k, 403b, 457, and TSP accounts with modest balances, charging a flat $10 a month fee that includes the following services: Fee analysis. Each mutual fund you own charges a “hidden” expense ratio that is quietly taken out of your balances daily. There may also be administrative fees charged by your provider (not to ...
Tags: Retirement, Marketing, US, Investing, Ira, CFP, Morse, RIA, Schwab, Blooom


Blooom Review: Flat Fee Financial Advice (CFP) + Free 401k Analysis

The numbers tell us that you probably have a 401k and you’re probably managing it yourself. Blooom (yes, with three Os) is a new company that focuses on providing advice for 401k, 403b, 457, and TSP accounts with modest balances, charging a flat $10 a month fee that includes the following services: Fee analysis. Each mutual fund you own charges a “hidden” expense ratio that is quietly taken out of your balances daily. There may also be administrative fees charged by your provider (not to ...
Tags: Retirement, Marketing, US, Investing, CFP, Morse, Schwab, Blooom


Ask the readers: Which investing app is best?

On Tuesday’s article about how to invest, Beth wrote with an awesome question about getting started if you don’t have much money. If you don’t have a lot, traditional advisors aren’t interested in you. I sent her an email to get more info. Basically, Beth wants to know: Which investing app is best? This year, I’m getting things together financially. I’m paying off my consumer debt, contributing to my 401(k), and controlling spending. I thought I might hold off on investing until next year, but...
Tags: Apps, Tools, NYC, New York City, Marketing, Investing, Fidelity, Kim, Questions, Fintech, Wealthfront, Betterment, Vanguard, Jim, Merrill, Shannon


Blooom nets $9.15 mln Series B

Leawood, Kansas-based Blooom, an online registered investment adviser, has secured $9.15 million in Series B funding. QED and Commerce Ventures led the round with participation from other investors that included Allianz Life, Nationwide, TTV Capital, KCRise Fund, Industry Ventures and UMB. PRESS RELEASE LEAWOOD, KANSAS, Feb 6, 2017 — Today blooom announced that it has raised $9.15 million in Series B funding, in a round co-led by existing investors QED (Alexandria, VA) and Commerce Ventures (San...
Tags: US, Trends, Netflix, SEC, Kansas City, Fast Company, Midwest, Columbia Missouri, FDIC, Leawood, Alexandria Va, Greg Smith, UMB, KC, MANHATTAN KANSAS, Leawood Kansas


Blooom raises $9.15M, surpasses $500M in AUM

Leawood-based Blooom raised $9.15 million in Series B financing, giving it the resources necessary to boost its marketing to reach more of its target audience of middle-class workers and grow even faster. The company announced Monday that it nearly doubled its assets under management in the past six months alone, reaching $500 million. But it needs to form more relationships with large employers to really hit its stride and gain a commanding foothold in the marketplace. The company started off...
Tags: Leawood, Blooom


Ex-Goldman Sachs Banker Revamps 401(k) Accounts in New Job

The ex-banker, Greg Smith, now oversees marketing and business development as the president of Blooom, a start-up that guides savers to appropriate retirement investments.
Tags: Smith, Greg, Goldman Sachs Group Inc, Greg Smith, Blooom, 401(k), 403(b) and 457 Plans, Goldman Sachs Banker Revamps


Interview with Founders of Investment Portfolio Analysis App–Draft

Recently I had the chance to speak with Brad Lawler and Jason St. Peter, founders of DraftApp.com. This app enables investors to evaluate the asset allocation of their portfolio and compare it to other portfolios of like-minded investors. Think of it as crowdsourcing your investment portfolio analysis. As described by the company, “The app allows users to pull all their investment accounts into one single location and compare performance, fees and asset allocation against real portfolios from ot...
Tags: Podcast, New York, US, Investing, Chicago, Ubs, Fidelity, Rob, Dell, Morgan Stanley, Jason, Austin Texas, Morningstar, Vanguard, Brad, University of Texas