Bedel Blog

Dreaming of retiring in your 30’s or 40’s but not sure that could be your reality? The FIRE movement (Financially Independent Retire Early) is increasing in popularity, but there are definite pros and cons to the movement. Be sure you’ve critically assessed your financial situation, and that your financial plan is structured to provide you the means for early retirement. We have the details…

Long-term care reduction options can prove costly. Why are premiums increasing? What does each benefit option mean?

Having conversations and making money decisions can be tough when it involves loved ones. Being proactive can save both your money and relationships.

Investors need to consider the current environment when managing their return expectations in the coming years. If you are becoming concerned about higher valuations and fear a downturn, a strategy to consider is becoming more defensive with your equity allocations.

A question we are often asked by clients is: “Who should I make my check payable to – Bedel Financial, the custodian firm or me?” ...

Not all target-date funds are the same. Investors choose a fund that roughly coincides with their planned retirement year, and over time, the funds adjust their holdings and become more conservative.

The American Rescue Plan (ARP) has more than just stimulus payments to offer. If you qualify for the enhanced child tax credit, be on the lookout for the IRS portal rollout in a few months. Many families have benefited from child tax credits in years past, but the enhanced credit differs in several ways.

There is no right or wrong way to manage personal finances as a couple. There are several budgeting approaches to consider. Be open and honest about your status and hash out a plan together.

Self-investors tend to select an asset allocation for their investment accounts and tend not to change anything as long as the performance is good. So what should you do?

While gas prices in Indiana are often below the national average, experts predict that the U.S.'s average price could exceed $4.00 per gallon later this summer. As prices at the pump increase, other transportation modes are also likely to see meaningful increases in their prices.

Just $1 too much could cost you your entire rebate. Reducing your adjusted gross income can help maximize your rebate without costing you a dime.

Only you will know if and when it's the right time to hire a financial professional. There's an advisor out there for everyone, whether you're looking for a one-time financial plan or a long-term, comprehensive relationship.