Welcome to the Bell Financial web site. Whether you are a client of our firm or a visitor, we are very pleased that you are here.
At Bell Financial we design, implement and maintain customized financial plans to help individuals, families and business owners attain their financial goals. We thoroughly assess and analyze your complete financial situation to ensure our strategy reflects your values, needs and long term aspirations.
You will find a number of useful articles under the Resources section of our website as well as newsletters, videos, a financial calculator and a glossary of financial terms we often use. Our advisers believe it is important for you to understand the financial concepts behind what they do which is why we have included this section just for you.
To our clients, you can have easy access to all of your accounts right here through our website.
We hope this visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We hope you take advantage of this website and use it as a resource and tool for all your financial needs.
Newsletters
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Lease Payment
How much would your monthly lease payment be?