Ashley
@ashleybleckner
Followers
33
Following
40
Media
13
Statuses
65
Certified Financial Planner
San Clemente, CA
Joined September 2016
Investopedia published our article on Health Savings Accounts. Check it out! #investopedia #healthsavingsaccounts #retirement #retirementplanning #hsa #financialplanning
0
0
2
Have you ever made one of these 6 biggest investor mistakes? Check out tips on how to avoid them. #rscrum #financialplanning #avoidthebiggestmistakes #investments #getsmart #investorbehavior
visualcapitalist.com
Our brain can be our own worst enemy. It's hardwired to avoid pain, and to seek pleasure - and these instincts can wreak havoc on your investment portfolio.
0
1
1
Over the years the Save a Life Initiative has empowered more than 850k people to save a life. Our most recent trip to Kenya, we taught #CPR and #ACLS to medical students. Checkout our trip video recap!
nhcps.com
The idea behind the Save a Life Initiative is simple. Take the same advanced life-saving training we developed for physicians, and give it to the underserved, at home and abroad at no cost. We work...
0
1
0
Second Harvest is always doing amazing things, such as their Legacy Giving Education Program. I was fortunate enough to see their efforts first hand, and give back by presenting on Social Security claiming strategies. Financial literacy for all!
0
0
1
Men and women can approach money very differently. Check out what RS Crum's Ashley Bleckner had to share about the differences their differences in perspective.
0
0
0
Fundamental #18: ASSUME POSTIVE INTENT. Work from the assumption that people are good, fair, & honest, & that the intent behind their actions is positive. Set aside your own judgments. Give people the benefit of the doubt. #rscrumway #rscrum #culture
rscrum.com
0
0
0
How are you doing on your Financial New Year Resolutions? If you're having a hard time prioritizing, it's time to delegate. You're busy with life, but procrasting finances can cost you serious money. #newyearresolutions #rscrum #financialplanning
rscrum.com
By Ashley Bleckner, CFP®, MA The new year is a time for personal reflection; a time to consider commitments and resolutions. This year, why not make finances a priority? Take control and prepare for...
0
0
0
We are getting older, no big surprise. For years we have heard about the baby boomer generation entering retirement & the monumental changes that will come with it... So , how do you care for those who care for you? #retirement #planningchecklist #rscrum
rscrum.com
By Daniel Sexton, CFP® Spoiler Alert: We are getting older. No big surprise here, nor is it a surprise that our nation is getting older too. For years we have been hearing about the baby boomer...
0
0
0
RS Crum proudly supports Families Forward with strategic investment management. Official reports say more than 28,000 K-12 students have unstable housing. Families Forward helps hundreds of families by providing safety-net services. #rscrumway #rscrum #community
0
0
1
Fundamental #17: WALK IN OTHERS’ SHOES. Understand your clients’ & your colleagues’ world, their challenges & frustrations. The better you understand them, the more effectively you can anticipate/meet their needs. #rscrumway #rscrumdifference #rscrum
0
0
0
Listen up: if you have a high deductible health care plan (HDHP), then you may have access to one of the best retirement vehicles that you’re not using! #financialplanning #investments #retirement #rscrum
https://t.co/rIkY3VWCsq
rscrum.com
By Ashley Bleckner, CFP®, MA Listen up: if you have a high deductible health care plan (HDHP), then you may have access to one of the best retirement vehicles that you’re not using! Health Saving...
0
0
0
Think like an economist: What are the direct and indirect effects of trade wars (short and long term)? https://t.co/1nBALW0Zbl
0
0
0
Today we highlight one of the partners and advisors at RS Crum, Jon Theriault. Lets learn a little bit more about him… #rscrum #rscrumdifference
https://t.co/8266EFkbUf
rscrum.com
0
0
1
Fundamental #14: MAKE QUALITY PERSONAL. Take pride in the quality of everything you touch, everything you do. Make a great impression. Have a healthy disdain for mediocrity. Good is not good enough. Always ask yourself, “Is this my best work?” #rscrumway #companyculture #rscrum
0
1
1
Fundamental #13: PRACTICE BLAMELESS PROBLEM SOLVING. Demonstrate a relentless solution focus, rather than pointing fingers or dwelling on problems. Identify lessons learned and use those lessons to improve ourselves and our processes so we don’t make the same mistake twice.
1
1
2
RS Crum has helped dozens of clients plan for retirement. Most of the people we have worked with engaged us early enough to develop the strategy and resources for retirement. However, many people throughout the US will not be so lucky. https://t.co/qB63XTHghr
rscrum.com
By Mark Rylance, CFP®, CFT ™ Throughout our 40 years in business, RS Crum has helped dozens of clients plan for, and ultimately act on, retirement. Fortunately, most of the people we have worked with...
1
1
1
“Trust is knowing that when a team member does push you, they're doing it because they care about the team.” ― Patrick Lencioni, The Five Dysfunctions of a Team: A Leadership Fable
Fundamental #12: SPEAK STRAIGHT. Speak honestly and respectfully in a way that helps make progress. Say what you mean, and be willing to ask questions, share ideas, or raise issues that may cause conflict when it’s necessary for team success. #rscrumdifference #rscrumway
0
0
0
Ashley Bleckner & RS Crum supported the UCI Center for Investment & Wealth Management by teaching economics to Investments, Financial Planning & You (IFPY) students. IFPY is a program designed for highly motivated students to learn about investments & financial planning.
0
1
1
We are honored to announce that Financial Advisor Magazine listed RS Crum as a top Registered Investment Advisor (RIA) nationwide for 2018. RS Crum is proud to be a fee-only RIA for over 40 years, free of the conflicts of interest associated with commission based products.
1
1
2