Michael Beloff, CFP

06/08/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

06/06/2026

Fascinating new national study from NCI-IDD offering a comprehensive, family-centered view of access, satisfaction, and the quality of state-funded developmental disability services.
Study - https://idd.nationalcoreindicators.org/survey-reports.../
Summary - https://www.streetinsider.com/.../New+NCI.../26608907.html

06/05/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

06/03/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

06/03/2026

Learn what supported living services are, who they help, what supports are included, how Medicaid HCBS waivers may pay, and how to find and evaluate programs for adults with disabilities.

06/02/2026

Please join me on Monday June 8th at 6:30 pm Eastern for Part 5 of my Spring 2026 Special Needs Planning Webinar Series, Being the Trustee of a Special Needs Trust.

Discover the critical role and responsibilities involved in managing a Special Needs Trust. Learn how to navigate legal and financial considerations while advocating for the financial security and well-being of your family member with special needs. This workshop offers insights into the challenges and rewards of the role, empowering you to make a meaningful impact on the life of an individual with special needs, ensuring they have the support and resources they need to thrive with dignity and independence.

Register at http://www.belvederewealthpartners.com/events.

06/01/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

05/29/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

05/27/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the