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1700 Iowa Street
Bellingham, WA 98229


Gene Bell & Associates

(360) 671-1845

Making Your Tax Bracket Work 16 Wall Street Cliches in 60 Seconds Emerging Market Opportunities Events on Wall Street

Welcome to Gene Bell & Associates


for small businesses and individuals

Offering complete financial services means more to us than an itemized “to-do” list of products and services.

Through implementation of the 8 Wealth Management Issues®, we strive to help our clients enjoy total financial wellness, including personal estate planning and retirement, business tax planning and preparation, insurance and investing*.

It means coming to a complete understanding of your goals, developing an appreciation for your lifestyle and demonstrating an honest desire to help you plan for your future. It is the result of relationships built on trust and a commitment to provide assistance on a long-term basis.

Through our holistic approach, we help our clients pursue success by providing them with leading edge products and services delivered efficiently and effectively. It is our goal to offer exceptional support to assist our clients in achieving their desired lifestyle. This is the philosophy behind the services offered by Gene Bell & Associates.

When you are ready to schedule a meeting, please fill out our Meeting Request Form and we will get back to you within one business day.

*These services are offered by Gene Bell through his affiliation with HD Vest

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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Taking regular, periodic withdrawals during retirement can be quite problematic.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.


Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Personal Finance Tips for Military Families

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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Rightsizing for Retirement

What does your home really cost?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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