Rustic red barn with a Texas flag roof in a field

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Personal financial planning mind map on a napkin with coffee.

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Retirement Plan document with glasses, pen, and calculator

Bellman Financial

P.O. Box 429
Nevada, TX 75173

Phone:

972-843-2169

Fax:

972-468-6491

E-mail:

Jon@BellmanFinancial.info

Welcome to Bellman Financial

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your 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 have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with a skilled professional to pursue your financial goals.

We’re here to help educate you about the basic concepts of sound financial education and planning. And to help you learn more about who we are and how our services can help you with your financial future. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

View Videos

Newsletters

Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Calculators

Car Affordability

How much can you afford to pay for a car?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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