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Nov 15, 2017

Keep Fraudsters at Bay by Freezing Your Credit

Keeping your credit secure is more difficult than ever. Perhaps the safest course of action is to freeze your credit. Here’s what you need to know.

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Nov 13, 2017

Flexible Spending Account = Money Saved

How would you like to save on your next pair of glasses or your child’s preschool tuition? You don’t need a coupon and you won’t have to negotiate a deal – all you need is a Flexible Spending Account.

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Nov 3, 2017

Highlights of Our Annual Financial Forum

The featured speaker at Bedel Financial’s annual Financial Forum was Liz Ann Sonders, senior vice president and chief investment strategist at Charles Schwab. Liz Ann touched on a number of issues regarding the economy and the market. Here are the highlights!

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Oct 30, 2017

Employer Benefit Enrollment: Trick-or-Treat?

It’s that time of year when goblins ring your doorbell and employer benefit enrollment information pings your mailbox. Do you know if your benefits are a trick or a treat? Sometimes, you need to pull off the mask and find out!

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Oct 23, 2017

I Lost My Engagement Ring! Am I covered?

You lose something of value and your first question is “is it covered?” Insurance polices provide a limited amount for such losses, but generally not enough to cover expensive items. To be fully reimbursed, what do you do?

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Oct 16, 2017

You Inherited an IRA... Now What?

Inheriting an IRA can be a blessing. Dealing with the IRS distribution rules can be a headache. Understand your options!

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Sep 25, 2017

Ball Cap, Bottle Cap….Market Cap?

What size is your market cap? Prudent investors know that company size is an important factor when building a portfolio.

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Sep 18, 2017

Equifax Victim? Now What?

Are you a victim of the Equifax hack? Here’s what happened and what you should do if your information was compromised.

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Sep 4, 2017

Boat Insurance – Is It Necessary?

If you are a boating enthusiast, it is important for you to understand whether your insurance coverage is sufficient. What if you wipe out a pier at the marina? Or, someone gets injured while onboard? Will you be covered…or not?

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Aug 14, 2017

The Unexpected Economic Value of Volunteering

Everyone knows volunteering is a good thing to do. Volunteers touch lives and make a difference. However, volunteering also provides true economic ...

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Aug 7, 2017

Your Aging Parent Is Ill – Now What?

If your dad is suddenly hospitalized, who would your mom turn to for help? You? If so, do you understand Medicare, Medicaid, and long-term care ...

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Jul 31, 2017

Travel Insurance: 3 Things to Know

Have you ever considered purchasing travel insurance but weren’t sure how to begin – or whether it would even be worth having? Fear not! ...

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