Category: Financial Planning

Financial Planning

Financial planning: Clarity, Confidence, Strategies

Mike Weber, CFP®

Financial planning can be complex and data intensive. At Blue Bell Private Wealth Management, our business model is simple. We offer two main services: financial planning and investment management on a fee-only basis.

3 Main Stages of Retirement Planning

The 3 Main Stages of Planning for Financial Independence

Mike Weber, CFP®

Whatever stage of life you are in or however old you are, if you want to be financially independent and enjoy one of the greatest phases of modern life,

2020 Personal Finance Year in Review

Alex LaRosa, CFP®

Each year, the Journal for Financial Planning prepares a compilation of important events and statistics revolving around the topic of personal finance.

Hindsight is 20/20

James Behr Jr

Amazon, Inc. had its initial public offering (IPO) 20 years ago this past Monday on May 15, 1997 and has grown to become arguably the most disruptive force in the retail and technology space today.

Don't Let Annuities Eat You Alive

James Behr Jr

This past weekend, published two articles discussing fixed-index annuities and the potential harm they pose to elderly people and savers in genera

Trump Signs to Delay Fiduciary Rule. What does this mean for investors and investment professionals?

James Behr Jr

Blue Bell Private Wealth Management always has and always will be a fiduciary.

Year-End Financial Check-Up

James Behr Jr

As we approach the end of the year there are a few financial moves you can make that will help you manage your savings accounts to ensure you are on the path to retirement.

Investing in Your 30s; The Do's and Don'ts

James Behr Jr

In continuation of our discussion regarding certain money mistakes to avoid at the various stages of your investment life, we will continue with those who are in their 30s.

Choose the Alternative of Alternative Investments

James Behr Jr

In continuation of our discussion about which investment vehicles investors should avoid, we will now focus our attention to alternative investments.

Is Your IRA Distribution Tax-Free? The Answer May Surprise You

James Behr Jr

In 2015 Congress voted to make Qualified Charitable Distributions (QCD) a permanent part of the tax code.