Many military families—particularly young families—need financial and estate planning advice. With the risks of going into a wartime situation or the potential for a training
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What Do I Do with an Inherited IRA?
April 05 2016 | By Bellomo & Associates
First determine what type of plan is being inherited and what type of beneficiary you are, and then do your research. For this discussion, let’s
Beneficiaries…What Are Those?
March 18 2016 | By Bellomo & Associates
“When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts?” If
Three Things to Think about before Writing Your Will
August 26 2015 | By Bellomo & Associates
It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial
Baby Boomers Need to Remember Estate Planning with Their Retirement Planning
April 30 2015 | By Bellomo & Associates
Many Baby Boomers are neglecting a key part of their retirement plans — creating an estate plan. And while death is not a pleasant thing
Any Guess What The Top Mistake Is In Estate Planning? / York, PA
August 15 2014 | By Bellomo & Associates
You may have made a giant estate planning mistake without even knowing it — forgetting to update the names of your beneficiaries for your employer-sponsored
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