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October 31, 2018

Happy Halloween!

By Alex LaRosa

Today is Halloween, but there is more to fear than monsters and ghosts. Here are three scary retirement numbers from The Motley Fool that are keeping Americans awake at night.

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June 28, 2018

Pre-Retirement Checklist

By James Behr Jr

Retirement is a huge step in life—one that we work most of our lives to reach. Planning for retirement and knowing how to ensure you’re ready for it are often difficult, but we have compiled a short pre-retirement checklist to help guide you[...]

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June 05, 2018

Starting Your First Job? 4 Steps to Getting Off on Right Path Financially

By James Behr Jr

So you’ve finally landed your first full time job? Congratulations on reaching a major milestone! What comes next? Here are a few steps that will help start you on the right path financially:

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May 01, 2018

How Much Should You Contribute to a 401(k)?

By James Behr Jr

The change in employer sponsored retirement plans from defined benefit plans (pensions) to defined contribution plans (401ks) has left many Americans in charge of saving and investing for their own retirement. This is a notable change from when[...]

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April 24, 2018

Are You Investing For Retirement?

By James Behr Jr

Are you investing for retirement? It's a scary thought for most Americans these days. One-third of Americans report they have no retirement savings, and 23% have less than $10,000 saved. This lack of savings indicates that just getting started on[...]

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July 18, 2017

Self Employed Retirement Plans: You Have Options!

By James Behr Jr

 

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March 28, 2017

It's Not Timing the Markets, but Time IN the Markets

By James Behr Jr

Too often investors attempt to time the market and follow media headlines proclaiming the stock market is either headed for new highs or on the verge of a crash. This has been evident over the past few weeks with headlines reading “Dow Volatile[...]

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February 13, 2017

Trump Signs to Delay Fiduciary Rule. What does this mean for investors and investment professionals?

By James Behr Jr

Blue Bell Private Wealth Management always has and always will be a fiduciary.

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December 20, 2016

Year-End Financial Check-Up

By James Behr Jr

As we approach the end of the year there are a few financial moves you can make that will help you manage your savings accounts to ensure you are on the path to retirement. These include decisions you can make to help lower your taxes for the year[...]

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December 07, 2016

Investing & Money in Your 50s

By James Behr Jr

When many people reach their 50s, they may come to the daunting realization that they do not have enough money saved for their retirement.  Furthermore, as modern medicine continues to advance, people are living longer and many financial experts[...]

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