Private Intelligence (Blog)

10 Smart Planning Insights from the New “Big, Beautiful” Tax Bill

The new “Big, Beautiful” tax bill brings major updates that could shape your family’s finances, retirement strategy, and investment approach. From $1,000 for every child born (no paperwork needed!) to tax-free overtime, deductible car loan interest, and a raised SALT cap—this post breaks down 10 high-impact changes and how to use them as strategic planning tools.

May 28, 2025

Best Age to Retire: Find the Perfect Time for You

Thinking about retirement? Learn the pros and cons of retiring early, at a normal age or later. Find your ideal retirement age today.

February 4, 2025

Strategies for Financial Wellness as You Near Retirement

Ready for retirement? Discover key strategies to achieve financial wellness, reduce stress and build the lifestyle you’ve always dreamed of.

December 6, 2024

Discretionary Spending in Retirement: Plan your Golden Years

Learn how to manage discretionary spending in retirement. Plan for travel, hobbies and family while maintaining financial stability.

December 4, 2024

Retire in Illinois: From Affordable to Luxurious (in 2025)

Discover why Illinois is a top retirement destination, with affordable living, vibrant communities, and more. Learn about the best places to retire in Illinois and start planning your dream retirement.

December 4, 2024

How to calculate your gross monthly income: A complete guide

Learn how to calculate your gross monthly income easily. Discover why it matters for budgeting, loans, taxes and securing financial freedom.

November 22, 2024

How to become a Financial Manager: A step-by-step guide

Learn how to become a financial manager, from education requirements to gaining experience and certifications for career growth.

November 5, 2024

What percentage of Income should you save for Retirement?

Discover how much income to save for retirement, with tips on adjusting savings based on age, lifestyle goals and employer contributions.

October 24, 2024

What is the average Retirement Income in the US? (2024)

Learn about the average retirement income in the US, focusing on Social Security, pensions, and savings, and how these sources vary by individual.

September 27, 2024

What is a 457 Retirement Plan? | Bloom Financial

Explore the 457 retirement plan, its eligibility, contribution rules, tax advantages and how it compares to other retirement savings options.

September 20, 2024

Unlocking Financial Success: Budget, Discipline, Awareness, Measurement, and Education with Bloom Financial

At Bloom Financial, our mission is to empower you on your journey to financial success. In our latest podcast episode, we explore essential principles for achieving financial stability: budget, discipline, awareness, measurement, and education. These elements were highlighted through an inspiring conversation with Kent Webster, a millennial who has successfully navigated his way to financial stability. Let’s delve into these five crucial components and discover how they can transform your financial future.

September 19, 2024

Retire with Confidence and Clarity: Navigating the Four Phases of Retirement

Retirement is often envisioned as a time of relaxation and enjoyment, but transitioning into this new phase requires careful planning and understanding.

September 19, 2024

What is a Qualified Retirement Plan? All you need to know

At Bloom Financial we tell you what a Qualified Retirement Plan is, the different types, benefits and requirements. Find out more here.

August 27, 2024

How to retire early: 10 steps to early retirement

Thinking about an early retirement? Here are 10 steps and tips to help you retire at an early age with maximum guarantees.

August 27, 2024

How much do I need to retire in the US (2024)

Are you thinking about retirement? Here we tell you how much you need to retire according to your age and how to calculate it. Read more here.

August 16, 2024

Best places to retire in the US in 2024

Discover the top 10 US retirement destinations for 2024, each offering unique benefits to enhance your golden years. Uncover where you could enjoy the perfect lifestyle and financial peace. Click to explore!

August 16, 2024

9 Best Retirement Income Strategies for 2024

Americans live longer than ever, and retirement is closer than you think. What does this mean for you? Familiarizing yourself with income strategies for retirement is the best decision you can make today. Here are 9 Top Retirement Strategies you can start with today.

July 12, 2024