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The Three Most Common Reasons Clients Come to Bellomo & Associates

The Three Most Common Reasons Clients Come to Bellomo & Associates

Estate planning and elder law is a vast area that allows us to serve a lot of different needs of clients and their families.  Over

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Look on the Bright Side

Look on the Bright Side

Walt Disney once said, “I always like to look on the optimistic side of life, but I am realistic enough to know that life is

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Single Person Medicaid Success Story

Single Person Medicaid Success Story

We were recently referred to an individual whose aunt was living in a nursing home.  The administrator of the nursing home told the nephew to

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Are you a pessimist or an optimist?

Are you a pessimist or an optimist?

Research shows that optimistic people tend to be much happier and successful in life than pessimists. Pessimism often leads to depression and missing out on

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A Financial Success Story for a Nursing Home Resident

A Financial Success Story for a Nursing Home Resident

A family was recently referred to us by a local nursing home because the wife had a stroke and she is going to need care

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Rich vs. Poor: A State of Mind

Rich vs. Poor: A State of Mind

"How you see the world. How you deal with it. That determines your real wealth." – God (from the 'Joan of Arcadia' TV series) One

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Why would a person ever liquidate retirement funds and put them in a trust?

Why would a person ever liquidate retirement funds and put them in a trust?

This is a question that I receive quite frequently from financial professionals with whom we work very closely.  The typical answer is, they would not. 

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Bellomo & Associates is proud to be celebrating its 10th anniversary

Bellomo & Associates is proud to be celebrating its 10th anniversary

Bellomo & Associates is proud to celebrate its 10th anniversary on February 16, 2019.   Ten years ago, my close friend Attorney Nate Platt and

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Retirement planning with long-term care

Retirement planning with long-term care

Qualified retirement plans (IRAs, 402(k)s, 403(b)s and the like) are a great way for families to be able to grow their wealth for the future

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Why I’m Done With Making New Year’s Resolutions

Why I’m Done With Making New Year’s Resolutions

Always have a hard time with resolutions? Ditching them might be the key to success. Like millions of people around the world, I used to

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Disney versus Universal?

Disney versus Universal?

Most people who know the Bellomo family know that we are Disney fanatics through and through.  We have been blessed to be able to go

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That’s what brothers are for!

That’s what brothers are for!

I have two sons. The older one, one of the smartest, most clever problem-solvers I know, has always been very quiet, while the younger one

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