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Rustic red barn with a Texas flag roof in a field
Hand placing a coin on growing stacks of coins
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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.

Explains how future tax rules may impact deductibility of charitable donations.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Will you be able to afford nursing home care?

How much Disability Income Insurance do you need?

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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