The “great wealth transfer” is underway, with an estimated $70 trillion worth of assets expected to pass from the older generation to the younger over the next two decades. However, despite the anticipation of receiving an inheritance, a staggering 58% of adults feel ill-equipped to handle newfound wealth. In this blog, we provide essential financial tips to help you effectively manage inherited assets and turn this significant windfall into a lasting legacy.
Discover eight smart financial decisions to safeguard your future. Set goals, automate savings, review estate plans, consolidate accounts, and more
Looking to make a difference on Giving Tuesday? Learn how to maximize your donations with these charitable giving strategies.
Looking for tax management services? Discover tax-efficient wealth management strategies to minimize your tax liability and protect your wealth.
Are you ready to take charge of your financial future and plan for a comfortable retirement? One of the most effective ways to secure your retirement is by understanding and making use of a 401(k) plan.
Retirement – a phase of your life that everyone looks forward to, with expected relaxation, adventure, and the freedom to fully pursue your passions. Yet, getting there demands thoughtful planning and informed decisions to ensure a financially secure retirement.
Investing your money is an essential step in reaching your future financial goals. However, navigating the complexities of the financial market can be overwhelming, especially for individuals without investment expertise or those with numerous assets to manage.
In the world of personal finance, there is a phenomenon that holds the power to turn small investments into substantial wealth over time. It’s called compounding growth, and it’s the secret ingredient that can supercharge your financial future. The key to unlocking this magic lies in starting to invest early in life. In this short blog, we’ll explore the wonders of compounding growth and why getting started sooner rather than later is crucial for building a solid financial foundation.
Hiring a fiduciary financial advisor offers personalized financial planning, expert wealth and investment management, and time-saving convenience. They help navigate financial complexities, optimize returns, and ensure your long-term financial success. Find out if a fiduciary advisor is right for you.
Are you a doctor struggling with student loan debt? Despite being a high-income earner, it can be challenging to make ends meet when a significant portion of your paycheck goes towards student loan payments.
The end of the year is quickly approaching, but there is still plenty of time for financial “cleanup”. Here are a few things you can do to better positions yourself for 2023 and beyond.
Economic research has long assumed that human beings are rational decision makers who optimize their resources based on the information available to them. However, new research continues to uncover evidence that is in fact not the case.
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.
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,
Each year, the Journal for Financial Planning prepares a compilation of important events and statistics revolving around the topic of personal finance.
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.
This past weekend, Philly.com published two articles discussing fixed-index annuities and the potential harm they pose to elderly people and savers in genera
Blue Bell Private Wealth Management always has and always will be a fiduciary.
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.
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.
When it comes to money, everyone makes mistakes. Luckily, if you are in your 20s you have plenty of time to recover.
In continuation of our discussion about which investment vehicles investors should avoid, we will now focus our attention to alternative investments.
In 2015 Congress voted to make Qualified Charitable Distributions (QCD) a permanent part of the tax code.
As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.
Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.
