Resource Center


We are currently conducting a survey.

We value your feedback and would appreciate if you took a few moments to respond to some questions
about the video.

Click here to take survey.

October 2013

Introduction to Long Term Care

Jim Bell, CFP®
President and Founder

Guest Speaker:
Larry Davidman

This webinar will introduce you to the basics of long term care: how care is provided, cost of care, how to pay for care, under what circumstances LTC insurance might be beneficial, and how long term care fits (or not) within your overall financial and retirement plan.

Market Analysis

White paper feature image
The New Year Rally
February 5, 2020 The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three …Read More


bellinvest publicaion
529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More