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Home | Bellevue Financial, LLC

Understanding Today’s Financial Environment. Welcome, I’m Brian Megley, a financial professional in Newport, Rhode Island. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. And the Executor Is. Inflation and Your Portfolio. Preparing f...

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Understanding Today’s Financial Environment. Welcome, I’m Brian Megley, a financial professional in Newport, Rhode Island. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. And the Executor Is. Inflation and Your Portfolio. Preparing f...
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Home | Bellevue Financial, LLC | bellevuefinancialllc.com Reviews

https://bellevuefinancialllc.com

Understanding Today’s Financial Environment. Welcome, I’m Brian Megley, a financial professional in Newport, Rhode Island. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. And the Executor Is. Inflation and Your Portfolio. Preparing f...

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bellevuefinancialllc.com bellevuefinancialllc.com
1

Inflation and Your Portfolio | Bellevue Financial, LLC

http://www.bellevuefinancialllc.com/resource-center/investment/inflation-and-your-portfolio

Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Good Ship IPO. The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides. If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan. Have A Question About This Topic?

2

Resource Center | Bellevue Financial, LLC

http://www.bellevuefinancialllc.com/resource-center

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Securities offered through Investors Capital Corporation.

3

Team | Bellevue Financial, LLC

http://www.bellevuefinancialllc.com/team

Brian has over 20 years of experience as a financial advisor bringing an "active management" and personalized approach to his clients. Bellevue Financial was voted one of the top wealth management firms in Rhode Island for 2013 by. Click to read more. David P. Loftus. Click to read more. Julie is the office manager and sales associate at Bellevue Financial. Click to read more. Click to read more. Check the background of your financial professional on FINRA's BrokerCheck.

4

Bellevue Financial, Newport RI

http://www.bellevuefinancialllc.com/resource-center/estate/financial-strategies-in-a-post-doma-world

Understanding Today’s Financial Environment. Welcome, I’m Brian Megley, a financial professional in Newport, Rhode Island. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. The New Red Scare: Chinese Ownership of U.S. Debt. Is Term Lif...

5

Tax Resources | Bellevue Financial, LLC

http://www.bellevuefinancialllc.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Investors Capital Corporation.

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Understanding Today’s Financial Environment. Welcome, I’m Brian Megley, a financial professional in Newport, Rhode Island. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. And the Executor Is. Inflation and Your Portfolio. Preparing f...

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