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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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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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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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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