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Rustic red barn with a Texas flag roof in a field
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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:

Welcome to Bellman Financial

Jon Bellman

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.

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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

Explores how investment strategy changes once retirement begins.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Covers benefits of personal umbrella insurance for large liability claims.

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How much do you need to save each year to meet your long-term financial goals?

This calculator can help you determine how soon you can pay off your mortgage.

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

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck