Bedel Blog

Over the last several months, the Bedel Financial team has taken small steps to lengthen the duration of our clients' fixed-income portfolios to lock in intermediate-term yields while remaining diversified on the shorter end of the curve.

Before going to the rental car counter, you should know whether you need insurance, and then you won’t feel compelled to buy the insurance on the spot.

Two of the most notable changes of the SECURE Act were the elimination of the "stretch" provision for non-eligible beneficiaries and the creation of the 10-year rule.

While leasing has benefits, it's important to understand the disadvantages before making your decision.

While the meteoric rise of Lilly stock has been a boon to many investors, managing the new risks associated with the stock is an important consideration to preserve gains and minimize risks for the total portfolio.

Tax planning will always be at the forefront of comprehensive financial planning. Taking steps throughout the year can not only ensure you are not faced with a tax surprise at filing time,

If you plan to upgrade your home, why not take advantage of the new federal tax incentives? While more information is needed on the state-level rebate program, now is a good time to develop your home efficiency game plan.

Although everyone's financial situation is different, it's typically beneficial for an employee to participate in these programs—especially if you are optimistic about the future growth of your company.

The objective of anyone serving as a board member is to make the best decisions for that organization with the information that is provided. But what if someone says your decisions were harmful and they take you to court?

Automation isn’t just for short-term needs. Many retirement plans allow you to automatically increase your retirement savings by 1% each calendar year. This small adjustment can often go unnoticed, but before long, you will have significantly increased your retirement account without lifting a finger!

Only this year has the FDIC insured Savings Portfolio yield become attractive. Combining it with the tax-free potential and the state tax credit makes it a fantastic opportunity for those setting aside money for upcoming education expenses.

When you pass, you don’t get to take your money with you, so avoiding the common pitfalls of wealth transfer is best. Prepare your heirs, talk openly about money, pass along family values, and don’t be afraid to implement a trust.