Blumark Financial Advisors

10/19/2026

Investing in our team allows us to better serve our clients. The BTA team will be out of the office today, Monday, October 19 for Flex Day and will return Tuesday, October 20. Thank you for your patience and continued partnership.

10/16/2026

Happy Birthday to Missy Klug! 🎂✨

Today, we're celebrating Missy and the many ways she helps make Blumark a great place to work. Her positive outlook, dedication, and ability to bring people together are truly appreciated, and we're grateful to have her as part of our team. 🌟

Missy, wishing you a day filled with happiness, laughter, and all your favorite things. Enjoy every moment of your special day! 🎉🎈

10/16/2026

Today, our team is stepping away from our desks and coming together for our bi-annual company meeting! We're spending the day learning, sharing ideas, and growing as a team so we can continue providing the best possible experience for our clients.

While our staff will be attending the meeting, our office phones will still be monitored throughout the day to assist with any urgent needs.

Thank you for your patience as we invest in our team and our ability to serve you even better!

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/15/2026

Happy Birthday to Amanda Howard! 🎉✨

Today, we're celebrating Amanda and the positive impact she has on the Blumark team. Her dedication, warm spirit, and commitment to collaboration are truly appreciated, and we're grateful for all she brings to our community. 🌟

Amanda, we hope your birthday is filled with happiness, meaningful moments, and a celebration that's as wonderful as you are. Enjoy your special day! 🎂🎈

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/14/2026

Happy Birthday to Julie Oczepek! 🎉🌟

Today, we're celebrating Julie and the positive energy she brings to the Blumark team. Her dedication, kindness, and collaborative spirit make a meaningful difference, and we're grateful to have her as part of our community. ✨

Julie, we hope your birthday is filled with wonderful moments, happy memories, and plenty of reasons to celebrate. Enjoy your special day! 🎂🎈

10/13/2026

How AI could affect your financial life - AI can enhance your financial life, but human judgment remains essential to making informed financial decisions.

Read this article to see how to navigate the impact that AI may have on your financial life.

AI can enhance your financial life, but human judgment remains essential to making informed financial decisions

10/11/2026

𝗧𝗵𝗲 𝗗𝗲𝗰. 𝟯𝟭 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲 𝗮𝗻𝗱 𝗽𝗲𝗻𝗮𝗹𝘁𝘆: After your first RMD, the deadline is December 31 every year.

𝗠𝗶𝘀𝘀𝗶𝗻𝗴 𝗶𝘁 𝗰𝗮𝗻 𝗯𝗲 𝗰𝗼𝘀𝘁𝗹𝘆:The penalty is up to 25% of the amount you didn't take. It's reduced to 10% if you correct the shortfall within two years.

Don't let this one sneak up on you. Reach out to review your RMD before year-end.
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