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Helping You Navigate the World of Investments

Since 1977

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Welcome to Belke Financial Group

Belke Financial Group, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Our website is designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management to help you learn more about who we are and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.

Please don't hesitate to contact us with any questions or concerns.


Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.