Evan D. Bedel, CFP®

If you are a small business or self-employed individual under financial stress due to the Coronavirus, the Paycheck Protection Program is intended to help you through this difficult time. If you qualify, pull together the necessary financial information for the loan application, and apply as soon as you can.

There are many books and theories published around the correlation between election cycles and stock market cycles. Is it true that the stock market outperforms in an election year? We are here to debunk (or not) myths and share some facts.

Looking to provide scholarship funds to your alma mater or favorite school? Gifting to a scholarship-granting organization (SGO) allows you to do just that while also realizing great tax benefits. Read on for all the details to help you put money in your alma mater’s pocket, while keeping a bit more in your own!

What if I told you a Health Savings Account is the most tax efficient and versatile retirement account you own? Believe it or not, with proper planning, an HSA can blow the doors off your 401(k), IRA, or even a Roth IRA!

For those choosing a career in the public service sector, the Public Service Loan Forgiveness program can be a great way to relieve student loan debt after ten years of monthly income-based payments. But it turns out there’s much more to it than simply working in the public sector and making those ten years of payments. If you or someone you know is graduating and wants to take advantage of this program, be sure you understand all the requirements that must be met.

Chances are you’ve crossed paths with Amazon at some point recently – purchasing a Christmas gift, ordering groceries for the home, or even researching products and their customer reviews. But Amazon's impact extends far beyond the way you shop - but just how far remains to be seen.

Evan had the privilege over the last couple years to serve as a mentor to Max Moroknek, a student and entrepreneur at Brebeuf Jesuit, Evan’s alma mater. Evan discusses the importance of mentorship and giving back to younger generations, as well as a pretty nifty gadget Max and his business partner created.

What’s the one piece of advice you would give a recent college graduate? We say “Start off on a solid financial footing to ensure future financial success.” Being a new graduate can be overwhelming – so many choices to make and things to think about that it can make your head spin. But we have you covered with great advice for starting your financial future out the right way, from budgeting to saving to debt management. Read on for our financial advice for graduates.

Are you self-employed and saving for retirement? Are you sure you’re getting the most bang for your buck with the retirement vehicle you’ve chosen? If you meet certain requirements, a Solo 401(k) could be right for you – allowing you to save more for your future retirement and receive a larger income tax deduction today! Read on to discover the benefits a Solo 401(k) could bring to you now and in the future.

The Child Tax Credit was a pivotal part of the Tax Cuts and Jobs Act, with many senators calling for a comprehensive overhaul to the current rules before approving the TCJA. But many still don’t fully understand the implications of this substantial change. We’ve outlined the new rules of the Child Tax Credit and how those might apply to your household – and your bottom line.

Our nation’s unprecedented level of political controversy has amplified the fears of many investors. Should you be worried?

Have you ever wanted to own a skyscraper? How about an entire apartment complex? Well, good news, now you can! And, you don’t have to meet “accredited investor” requirements. How? It’s called crowdfunding!