Forrest Patterson - Bloom Financial Partners

10/26/2023

Hello all, I'm am starting my own firm. 10/26/23. I'll be back with new look and content. If you need to contact me. email me at [email protected]

09/20/2023

Switching employers or health insurance plans can be a confusing exercise—especially when trying to figure out how to get the best value. Reach out if you need help understanding how elements of your plan, like an HSA or FSA, will work together.

At first, an FSA and HSA may seem very similar, but there are some differences you need to know.

09/19/2023

The latest batch of data is unlikely to distract the Fed from its focus on wages.

The latest economic data offered a mixed view of the economy and inflation but is unlikely to sway the Fed.

09/14/2023

Everyone knows it’s important to save. And I get it—it’s not always easy, but there are ways to make it fun! Try our 52-Week Money Challenge then reach out to me to make a plan that can really start putting your money to work.

09/13/2023

Imagine what you could do with a little extra savings. I’ve got some ideas, too!

If you’re up for a challenge, here’s how you could save an extra $1,300 this year.

09/12/2023

The concern is that the Fed may have to continue raising rates.

Recent strong economic data and resilient wage growth continue to complicate the Fed’s path to a soft landing.

09/08/2023

So you’re in your 30’s, work’s going well, and you have some goals you’re excited about. Cool—but how will you reach them? Start by figuring out your net worth. From there, I can make a financial plan to get you to your goals. For more, look here http://spr.ly/6187PWBOD

09/06/2023

Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s latest take in this week’s Market Commentary.

There are encouraging signs that more workers are coming off the sidelines, but will it be enough?

08/31/2023

These ideas could help you avoid overspending.

You may need to get creative to stretch your back-to-school shopping budget this year. These pro tips can help.

08/29/2023

Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s latest take in this week’s Market Commentary.

Fed Chair Jerome Powell’s speech offers glimmers of hope but also a warning.

08/28/2023

Understanding your financial motivation is the first step to achieving your goals. What drives you to take control of your financial future? I can help you build a plan that supports what inspires you.