@IanHBloom

Financial Life Paladin, Nerd 🤓, CFP® Professional, RLP®. @openworldfp is my firm. Tweets are not advice. Author of https://xitter.cf/t.co/dUj4koENi8 He/him.

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Joined February 2017
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The book is out! You can order paperback or download the eBook today! amazon.com/dp/B0FKZ36RZY I'd appreciate any reposts, likes, comments, or purchases. I'm very proud of this book and would love your support in ensuring it does well!

Achieving Accumulation: A Gamer's Guide to Money: Level 2

Achieving Accumulation is about making progress in your main quest towards life-long financial stability while continuing to enjoy the journey you travel. Let's build the systems for a good financial...

amazon.com
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basic strats for getting your income, spending, debt, savings, and investing under control. Building this coordinated start to a financial plan will get you well on your way to accumulating the hoard you need, vanquishing your enemies, or finally saving up the down payment for
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that dream castle. The book contains both insights and a series of exercises to walk you through the process of getting your financial household in order. Now, let's achieve accumulation."
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This week (Friday) will mark 7 years of me running my own firm. To honor this, I've got 7 days of cheesy analogies/lessons that I think are both fun and insightful. 1) Since starting to take care of our own home, I've learned a lot about maintenance. All the maintenance
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the new things in finance or attend CE webinars. It's really simple, but so many things in the human experience come down to these smaller bites of productivity.
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P.S. If you're reading this and you're a client (or referred one to me) thank you so much. These last seven years, prior book, and upcoming book are all made possible by your support. You're awesome!
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A lot of my work as a planner is helping clients see their financial situation clearly and implement a solution. Some clients are saving well, but have a lot of fear of losing assets. Another client is earning good income, but has the vague feeling that they aren't saving and
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If you're looking for help, reach out to a financial planner. My calendar is available at: openworldfp.youcanbook.me

Select a meeting

openworldfp.youcanbook.me
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XYPN has other planners at: advice.xyplanningnetwork.com… If you're not yet ready to sit down with someone, but still want to build a good foundation, check out my new book Achieving Accumulation! It comes out on August 29th. Follow me for a reminder when it launches!

Home | Find an Advisor

Find your ideal financial advisor. XYPN is the leading network for fee-only advisors to start, run, and grow their own independent RIA.

connect.xyplanningnetwork.com
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An oft-asked question to financial wizards like me is something like "What do you think of the market right now?" or "How are you feeling about the economy?" I struggle to answer this most times, as I'm no macroeconomist.
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We should not be cutting taxes (mostly for the wealthy, by the way) when we are struggling with 5 years of high inflation due to COVID-era fiscal policies. We should be increasing taxes on people who have plenty. Finally, we certainly shouldn't be putting pressure on our
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institutions to do something that makes us look good in the short-term, but hurts us in the long-term. But that's just my opinion. If you want to learn more, here are a few sources: kitces.com/blog/obbba-one-bi… apnews.com/article/trump-pow… youtu.be/ze-pX3L1EQ8?si=41gY…

Breaking Down The “One Big Beautiful Bill Act” (OBBBA)

Analyzing tax planning implications of the "One Big Beautiful Bill Act" (OBBBA), signed into law on July 4, 2025, following sunset of the Tax Cuts and Jobs Act.

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