5 Estate Planning Mistakes

5 Estate Planning Mistakes

5 Estate Planning Mistakes 1. No Estate Plan at all It is not uncommon for us to work with people who have accumulated more than enough assets to retire, but do not even possess a simple will. A will provides specific information about who will receive your money, property, and other assets after you pass. […]

Embarking On A 3,000 Mile Ride For A Great Cause!

Blue Bell Private Wealth Management p/b Cannondale team member Jared Fenstermacher is embarking on a 3,000 mile ride from Astoria, Ore., to Ocean City, NJ. He hopes to raise $10,000 for For Pete’s Sake Cancer Respite Foundation, a non-profit organization that provides adult cancer patients, their caregivers and loved ones a break from cancer. FPS provides […]

“Brexit” Stage Left

On Thursday the people of the United Kingdom voted in the British Exit Referendum (Brexit) to take United Kingdom out of the European Union to the surprise and disappointment of markets across the globe. The referendum was initiated by parliament and Britain’s Prime Minister, David Cameron, in their attempt to win their elections in 2015. The […]

A Social Security Strategy that Could Benefit You

On April 30th, 2016, the Social Security Administration ended the popular claiming technique known as “file and suspend,” which allowed couples to increase their lifetime benefits. Even though this strategy is no longer available, a second strategy, the “restricted application,” is still available to people born before January 1, 1954. What is the “Restricted Application”? […]

Scott Sr. is a grandfather for the 4th time!

Congratulations to Megan and Dan Galbally (Scott’s daughter and son-in-law) on the birth of their beautiful baby girl! Paige Justine Galbally was born this morning at 4:00 AM. Both mother and baby are doing well and everyone is excited for the new addition to their family.

How Much Could Your Children’s Diploma Cost You in the Future?

Do you or anyone in your family know someone that will be attending college in the future? Do you know that higher education tuition costs have increased faster than all other expenses for families over the past quarter century? Since 1983, college tuition and costs have risen 722%! J.P. Morgan Asset Management released a study […]

A Lesson in Compound Growth

Happy National Lucky Penny Day! Would you rather have 1 million dollars today or a penny doubled every day for 30 days? If you started with one penny and doubled it each day for thirty days, you would have about $11 million! National Lucky Penny Day is observed each year on May 23rd. See a […]

Annuities – If They Sound Too Good To Be True, They Probably Are

Many variable annuities and index annuities promise a guaranteed return with upside stock market potential. You may have heard “You go up when the market goes up but you won’t go down when it goes down.”  What’s the catch? Let me begin by stating that the comments below refer to annuities sold as investment vehicles […]