Happy Holidays from Bedel Staff
Our hearts are filled with gratitude. We appreciate your business and cherish your friendship!
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Bedel Financial Supports Dress for Success
With the help of Dress for Success programming and financial literacy classes, Tyeisha was able to find a fulfilling job as a Case Manager, working with vulnerable families in Central Indiana.
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Millennials and Money eBook
Nearly all Millennials will find themselves in control of personal or family finances at some point in life. Unfortunately, recent studies indicate that only 8% of Millennials have a high understanding of basic financial concepts. That’s where we come in. We created our Millennials and Money eBook to guide young adults through their early years of financial independence, helping to set them up for a lifetime of financial success.
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Women & Money eBook
Nearly every woman will find herself in total control of her finances or her family’s finances at some point in her life. Do you know what it takes to achieve financial success?
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The Financial Aspects of Divorce
Financial issues are tricky to navigate during divorce negotiations. Your emotions may be running high and your energy level low, but it’s critical to make well-informed decisions during this time. What you agree to in the divorce negotiations will have a lasting impact on your financial situation. “The Financial Aspects of Divorce” is a guideline for issues to consider and how to make informed decisions at every step in the divorce process.
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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
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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?
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2020 Bedel Financial Forum with Greg Valliere
Washington insider Greg Valliere talks to Bedel Financial’s clients about the 2020 elections and how they may impact the financial markets.
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Let's Make a Plan for Tomorrow
Bedel Financial is looking forward to the challenges of tomorrow. But to get there, we have to make a plan.
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To Our Community Partners: Thank You
You didn't give up on our community, so we're not giving up on you. Bedel is committed to continuing financial support to our community partners. Their hard work and dedication throughout this challenging year make Central Indiana a better place for us all.
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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
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5 Financial Mistakes to Avoid in Your 40s
Don't make these critical financial mistakes once you've reached your forties.
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An Introduction to Wealth Management - Welcome to Bedel Financial Video Series #1
What is comprehensive wealth management? It’s the Bedel way of doing things. At Bedel Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support the plan and help you achieve your goals. Watch the first video in our "Welcome to Bedel Financial" Video Series to learn more!
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The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2
What’s the key to helping clients reach the shores of financial freedom? Always putting the client’s’ needs first by following a process designed to put their minds at ease. Watch the second video in our "Welcome to Bedel Financial" Video Series to learn more!
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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
Tax Cuts and Jobs Act Series - #1: Investing with the New Tax Plan
Wondering how future investing and tax strategies might be impacted by changes outlined in the TCJA? Bill Wendling, CFA, lays out what’s changed and what’s stayed the same to help you better understand if you need to adjust your strategy.
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Tax Cuts and Jobs Act Series - #2: Child Tax Credit Changes
Easily one of the most hotly debated topics during last year’s tax discussions in Congress, the Child Tax Credit was substantially changed. Evan Bedel, CFP®, explains how…and what that might mean for you next year when you file.
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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
Tax Cuts and Jobs Act Series - #3: Itemized Deductions
To itemize or not to itemize? That is the question. Meredith Carbrey, CFP®, discusses modifications to some of the most popular itemized deductions to help you make an informed decision come tax time.
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Tax Cuts and Jobs Act Series - #4: Estate, Gift & Generation Skipping
Quite a few changes with potentially big impact were made to the Estate Tax laws in the TCJA. Kathy Hower, CFP®, summarizes those changes and how they might affect you in the future.
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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 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
2016 Bedel Financial Forum Welcomes Greg Valliere
The 2016 Presidential election has certainly been one of the most memorable in recent history. On September 27th, our Bedel Financial Forum focused on the upcoming election and the thoughts and opinions of a Washington, D.C. insider.
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Tax Cuts and Jobs Act Series - #5: Tax Brackets
What do the updated tax brackets mean for your taxes…and your paycheck? Kate Arndt breaks down the new brackets, along with cutoffs, to help you better understand where you might fall.
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Tax Cuts and Jobs Act Series - #6: Charitable Giving
The standard deduction has nearly doubled under the TCJA, and many may decide to no longer itemize their deductions. Sarah Mahaffa, CFP®, outlines options that will allow you to support the organizations you’re passionate about while reducing your tax liability at the same time!
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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
Tax Cuts and Jobs Act Series - #7: New 529 Plan Changes
New 529 plan changes: While the changes to 529 plans aren’t nearly as large as those in some other areas, there are a few significant modifications that could impact you. Abby VanDerHeyden, CFP®, highlights the changes you should be aware of and how they might impact your education savings.
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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
Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014
Schwab IMPACT is national, invitation-only professional conference attended by independent advisors to learn about key issues in the financial and investment industry as well as to discuss best-practices to better serve their clients. In 2014, Elaine had the honor of introducing the event at the opening ceremony.
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Elaine Bedel honored by the Girl Scouts of Central Indiana for Confidence
Elaine Bedel was honored by the Girl Scouts of Central Indiana for her demonstration and embodiment of “Confidence,” one of the four key traits the Girl Scouts organization works to instill in each of its members
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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
Elaine Bedel Featured on CNBC’s “Power Lunch” in Live Panel Discussion
We are excited to share that Elaine Bedel was on CNBC’s “Power Lunch” on November 11th, 2013. She participated in a live panel discussion with Tyler Mathisen, co-anchor on "Power Lunch", and Bernie Clark, Executive Vice President of Advisor Services with Charles Schwab. The panel spoke on current investor sentiment as well as their thoughts on the current political and investment environment.
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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)?
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?
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 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 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?
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
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
Education Funding
What You Need to Know to Save For College and Save On College The cost of attending college continues to rise and there is little we can do to alter this trend. If you are planning to assist with education costs for your children, you'll not only have to start saving earlier but you'll have to save smarter as well. “Education Funding” covers the pros and cons of the most popular savings vehicles. It also provides information on funding sources and gives you some financial strategies that can help your education funds go further.
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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?
Fee Transparency Video
Elaine Bedel explains how harmful inflated advisor fees can be on your investment accounts, particularly your retirement plans, such as 401k or 403b.
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Young Investor Video
Evan Bedel, CFP®, provides financial tips directed toward young professionals that will lead to a profitable financial future.
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Your Investments: The Importance of Continued Oversight
Elaine Bedel explains the strong impact of actively investing in your retirement accounts and how that can directly effect how your retirement will look.
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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?
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?
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 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 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?
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?
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?
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
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?
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
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?
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?
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
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?
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