Q2 2024 Newsletter

Q2 2024 Newsletter


  • 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

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We have helped our clients answer these questions and more. If you want a clear understanding of your financial future, and need help making changes to reach your goals, schedule a consultation and we can get started.

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The material has been gathered from sources believed to be reliable, however Bedel Financial Consulting, Inc. cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. To determine which investments or planning strategies may be appropriate for you, consult your financial advisor or other industry professional prior to investing or implementing a planning strategy. This article is not intended to provide investment, tax or legal advice, and nothing contained in these materials should be taken as such. Investment Advisory services are offered through Bedel Financial Consulting, Inc. Advisory services are only offered where Bedel Financial Consulting, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered unless a client agreement is in place.