Bloom University

Bloom University

Welcome to Bloom University. In this section, we have a variety of information on all aspects of investing, tax and estate planning. To read one of the articles, click on a particular section that interests you and then click on the article. It's that easy to begin your financial education.

In addition, we also provide you with important free estate planning forms you can download, including the Michigan Statutory Will, Declaration of Medical Care and the HIPAA Release Form.

Just click on the section that interests you, and download the articles you want to read. It's that easy to begin your financial education at Bloom University.

  • Videos

    We have some vidoes that will provide insight on a variety of financial topics featuring some of our financial advisors.

  • Investing & Financial Planning

    Information and articles on all aspects of investing and retirement planning.through and watch some.

  • Estate Planning

    Free estate planning forms and articles on all aspects of the estate planning process.

  • Forms -
    Legal & Tax


  • Tax Planning

    Tips, articles and information to help you understand how to keep more of money in your pocket.

  • 401(k) Plans


  • Saving For College

    Articles and important information to help you understand the best ways to save for your children’s or grandchildren’s college expenses.

  • Recommended Web Links

    Helpful and informative financial web-sites recommended by Rick Bloom.

Rick Bloom Newsletter

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