Michael Beloff, CFP

10/16/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

10/14/2026

Social Security just announced Cost of Living Increases for 2027!

10/14/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

10/14/2026

Please join me on Tuesday October 20th at 6:30 pm Eastern for Part 5 of my Fall 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.

10/14/2026

A Qualified Disability Trust (QDT) can minimize unnecessary tax consequences for Special Needs Trusts.

10/12/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

10/09/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

10/07/2026

If you qualify for both Medicare and Medicaid, you have the option to enroll in a Dual Eligible Special Needs Plan (D-SNP). Whether to choose D-SNP over Traditional Medicare and if so which D-SNP to choose can be daunting.