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Bedel Blog
Will Social Security be Around When I Retire?
Fears of Social Security totally going away are unfounded. However, changes are inevitable for a...
What To Do With a 529 Plan for a Disabled Child
With TCJA expiring on 12/31/2025, tax-free rollovers are also set to expire. There is, however, a...
Can AI Help With Your Finances?
It is important that you understand and are comfortable with the AI tool’s universe of...
What is a Target-Date Fund?
Whether or not you invest in a target date fund will most likely depend on how much control you...
GenNeXt Blog
Where Are You Putting All That Cash?
With the Federal Reserve’s rapid interest rate increases, more options exist for your cash to...
Instant Gratification? Not So Fast
It’s easy to opt for instant gratification when it comes to financial decisions. It feels good to...
The Lost Years: The Untold Truth About Your 30s
What people fail to talk about is how this phase of life is expensive and can easily throw a...
Important 529 Plan Changes
Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state...
BEDEL BAROMETER
Last updated November 2024
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year