Michael Beloff, CFP

09/02/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

09/02/2026

Several states have passed laws limiting screens in schools, with some taking effect this year. Some of these laws include exceptions for students with disabilities.

09/01/2026

Please join me for my Fall 2026 Special Needs Planning Webinar Series. The webinars will be presented on Tuesday evenings at 6:30 pm Eastern in September and October starting on September 15th. The topics are:

Life Planning: A Primer for Families With Special Needs Children
Government Benefits for Special Needs Families
Working While on Benefits.
Housing Issues and Options for Adults with IDD
Being a Trustee of a Special Needs Trust
ABLE Accounts

You can find more information about and register for the webinars at www.belvederewealthpartners.com/events

08/31/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

08/28/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

08/26/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

08/26/2026

For travelers who rely on wheelchairs or scooters, air travel has too often involved damaged equipment, and a loss of independence. New federal requirements aim to address these problems, but important parts of the rules remain unsettled.

08/24/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

08/21/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

08/19/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.