Q2 2024 Newsletter
Articles:
Feature: Planning For A Sunset With A Tax Planning Perspective
BLT Corner: Welcome Summer 2024!
GenNeXt: Where Are You Putting All That Cash?
Industry News: How To Advance Your Investment Strategy
Ask Bedel: Different Measurements Of Inflation
Q1 2024 Newsletter
Articles:
Feature: Riding the (Weight Loss) Wave
BLT Corner: Things Are Looking Up (Glasses Recommended)
GenNeXt: Instant Gratification? Not So Fast
Industry News: Understanding the Kiddie Tax
Ask Bedel: Why are Car Insurance Premiums Increasing?
Q4 2023 Newsletter
Articles:
Feature: Tax Refund: Save or Spend?
BLT Corner: Winter Wonderland
GenNeXt: Important 529 Plan Changes
Industry News: Is This Goodbye to Rate Hikes?
Ask Bedel: Private Equity Tender Offers
Q3 2023 Newsletter
Articles:
Feature: Fixed Income Portfolios: Go Long or Checkdown?
BLT Corner: Changing Seasons
GenNeXt: Student Loan Repayment: Back Like Never Before
Industry News: Inheriting an Inherited IRA
Ask Bedel: Are there any changes to the SECURE ACT for 2024?
Q2 2023 Newsletter
Articles:
Feature: Fun in the Sun: Is Your Insurance Protecting You?
BLT Corner: Things Are Heating Up
GenNeXt: Retirement Plan Considerations when Changing Jobs
Industry News: Debt Ceiling Drama
Ask Bedel: What is a Structured Note?
Q1 2023 Newsletter
Articles:
Feature: How Strong is the U.S. Consumer?
BLT Corner: March Madness
GenNeXt: Looking to Move? Down Payment Funding
Industry News: Where Are You Putting All That Cash?
Ask Bedel: Roth IRA Contributions
Q4 2022 Newsletter
Articles:
Feature: Family Vacation Home – What’s the Plan?
BLT Corner: Welcome, 2023!
GenNeXt: 2023 Contribution Increases
Industry News: Update from the Federal Reserve
Ask Bedel: What documents do I need for tax prep?
Q3 2022 Newsletter
Articles:
Feature: The Doves Have Left the Nest
BLT Corner: Octoberfest
GenNeXt: Biden’s Student Loan Forgiveness
Industry News: FAFSA Changes for the 2023-2024 School Year (And Beyond)
Ask Bedel: Moving Retirement Accounts - Fraud Protection - Charitable Giving
2022 Q2 Newsletter
Articles:
Feature: Are We Headed For a Recession? Were We In a Recession?
BLT Corner: It’s Summer in Indiana!
GenNeXt: Stablecoins Explained
Industry News: Savings Bonds Beyond $10,000
Ask Bedel: How Do We Preserve Wealth Through Generations?
2022 Q1 Newsletter
Articles:
Feature: The Market is Dropping, What Should I Do?
BLT Corner: Hello, Spring Time!
GenNeXt: 529 Plans & Tax Time
Industry News: The 529A Savings Plan for those with Disabilities
Ask Bedel: What Does it Mean When the Fed Raises Rates?
2021 Q4 Newsletter
Articles:
Feature: Want to Earn 7% Risk-Free? There’s a Catch
BLT Corner: Reflections of 2021
GenNeXt: Home Equity Decisions
Industry News: Inherited IRAs: Do You Know The Rules?
Ask Bedel: No More Backdoor Roth?
2021 Q3 Newsletter
Articles:
Feature: Reset Your Expectations
BLT Corner: The End (of the year) is Near
GenNeXt: Should I Invest in Bitcoin or Other Cryptocurrencies?
Industry News: Wealth Transfer Strategies
Ask Bedel: Year-end Tax Deadlines
2021 Spring Newsletter
Articles:
Feature: Who’s In Charge Of Your Household Finances?
BLT Corner: Welcome Summer 2021!
GenNeXt: The Financial Transition to Stay-at-Home Parent
Industry News: Inflation and the Market: Back to the Future
Ask Bedel: How is inflation measured?
2021 Winter Newsletter
Articles:
Feature: Tales from the Crypt-o
BLT Corner: Goodbye 2020, Hello 2021!
GenNeXt: Tax Diversification
Industry News: Thinking of a Second Home? Not So Fast.
Ask Bedel: Does my grandson need renters insurance?
2020 Fall Newsletter
Articles:
The COVID Effect on Your Bank Account
BLT Corner: Happy Thanksgiving!
Dependent Care FSA Considerations for 2021
How COVID-19 Impacts Real Estate
Ask Bedel: What is Robinhood?
2020 Summer Newsletter
Articles:
Solutions for Your Cash in Low-Interest Rate Environment
BLT Corner: Plan for Tomorrow
Trusting Your Trust: Should Your Trust be the Beneficiary of Your IRA?
Construction Fever
Q&A: RMDs Are Suspended For 2020, What if I Already Took Mine?
2020 Spring Newsletter
Articles:
CARES Act: Benefits for Families
BLT Corner: Updates and Thanks
CARES Act: Federal Student Loan Relief
Records Get Headlines but Other Developments are More Important
Q&A: New Tax Incentives for Giving to Your Favorite Charity
2020 Winter Newsletter
Articles:
Your Guide to Health Care Consumption
BLT Corner: Welcome 2020
Does the Stock Market Favor Trump or Someone Else?
Things to Know Before You Open a Roth IRA
Q&A: Investment Accounts and Tricky Tax Forms
2019 Fall Newsletter
Articles:
Is Cost Basis a Good Indicator of Performance?
BLT Corner: Say Hello, Wave Goodbye
Eight Tips for a Successful Family Meeting
Kate’s 2019 Holiday Gifting Ideas
Q&A: I have a Schwab or Fidelity Charitable account. What are the year-end contribution deadlines?
2019 Summer Newsletter
Articles:
Challenges of the Sandwich Generation
BLT Corner: Keeping Cool & Secure
What Employees Need to Know About Equity Compensation
Our Tips to Jump-Start Your Wire Transaction
2019 Spring Newsletter
Articles:
Retirement…How to Spend It
BLT Corner: 2019 is Zooming Along!
Customize Your Approach to Asset Allocation
How to Introduce Your Children to Good Financial Principles
2019 Winter Newsletter
Articles:
Do Reverse Mortgages Deserve Their Bad Rap?
BLT Corner: Reflecting on 2018 and Looking Forward to 2019
How Student Debt is Affecting the Housing Market
Young Adults – On the Road to Financial Success or Disillusionment?
2018 Fall Newsletter
Articles:
Bedel Financial Forum: Market Expectations
BLT Corner: Goodbye, Summer. Hello, Holidays!
Reflections from 18,885 Feet
Maternity & Paternity Leave: Are You Prepared (Financially)?
2018 Summer Newsletter
Articles:
Bond Yield Curve: Indicating Recession?
BLT Corner: What We’ve Accomplished & What’s Ahead
The Importance of Mentorship
Treat Yo’ Self (On a Budget)
Health Insurance, HSAs, and Your Adult Children
2018 Spring Newsletter
Articles:
How Company Cash Decisions Impact the Market
BLT Corner: Spring Into Action!
Tariffs and Trade Wars
Bedel Financial's Guide for First-Time Homebuyers
Your Roth Account and the 2018 Rule Changes
2018 Winter Newsletter
Articles:
The New Standard Deduction and Charitable Giving
BLT Corner: We're Moving - And in More Ways Than One!
Investing with the New Tax Plan
The New Child Tax Credit - Will You Benefit?
New 529 Plan Changes
2017 Fall Newsletter
Articles:
Highlights of Our Financial Forum
BLT Corner: Your Security is Our Priority
Maximizing Workplace Benefits
How My Spending Challenge Played Out
Keep Fraudsters at Bay by Freezing Your Credit
2017 Summer Newsletter
Articles:
College Costs: What's a Parent to Do?
BLT Corner: Moving Right Along
Will the DOL's Fiduciary Standard Rule Affect You?
Practicing What I Preach: 3 Ways to Cut Expenses
529 College Expense Plans - Does This Expense Qualify?
2017 Spring Newsletter
Articles:
Collaborative Divorce: A Softer, More Congenial Approach
Introducing the Bedel Leadership Team (BLT)
Check Etiquette
5 Easy Ways to Save on College Costs
Directly Held Stock vs. a Brokerage Account
2017 Winter Newsletter
Articles:
Dow Jones: 20,000
Exciting Times!
Dreaming of a Second Home?
Taking Care of a Whole New Generation of Wealth Accumulators
Adding Value
2016 Fall Newsletter
Planning for the Generations Putting Election Anxiety in Perspective Cyber Security & How to Protect Your Investment Accounts Millennials and Financial Literacy Charitable Gift Funds
More Info
2016 Summer Newsletter |
After the Vote: The Brexit Impact Lots to Keep Us Busy in the Upcoming Months Got EE Savings Bonds? Wedding Costs! Really?
More Info
2016 Spring Newsletter
Financial Fraud Against Seniors It's Shaping Up to Be a Colorful Year! Is Alternative Lending a Viable Investment? Staying Connected with Social Media Down Payment Hysteria
More Info