Bedel Blog

It is very common for spouses to title property that they own together as “joint with right of survivorship”. When one passes, the other owns the property outright. It’s simple, easy, and automatic.

Started thinking about your holiday shopping yet? Research indicates that many people will purchase their holiday gifts early this year – really early, as in before Halloween early.

Does your investment portfolio need to be serviced? Just like your car, your portfolio may need a “tune-up”. Year-end is a great time to review your portfolio to ensure it is operating at optimal levels.

Using pre-tax dollars for out-of-pocket medical expenses is really smart. But what if you don’t have the money to contribute to your Health Savings Account before year-end?

“My name is Bill and I hate to fly!” When on a plane, every bit of turbulence is magnified! I’m also an investment manager. The demons that scare me while in the air can be good lessons for investors.

As we write this, the stock market seems to be on course for its first down year since 2008. While not fun, drops in the stock market are natural and should be expected from time to time.

Free advice should normally cause you to pause, but not this time. On Tuesday, October 6, Indianapolis residents will have the opportunity to get professional answers to their questions about money.

Are you considering the purchase of a home? While the Fed chose not to raise interest rates in September, it is likely to do so in the near future. The good news is rates are still stuck at historically low levels. The bad news is they are likely to go up.

Does a 10% drop in the stock market scare you? Emotions lead to bad decisions. Be a smart investor. Understand that markets go up and down and invest only if you have the wherewithal to stay invested while everyone else is panicking.

Saving for college is important. However, maximizing financial aid may be the difference between going to college and sitting out. The funding of a 529 College Savings Plan has many benefits, but what’s the impact on a student’s financial aid calculation?

There’s no time like the present to strategize about taxes. Thoughtful tax planning today can help you save significantly come tax time. And who doesn’t want to keep as many of their hard-earned dollars as possible!

Thinking of tying the knot again? According to Sinatra, love is easier the second time around, but his romantic lyrics gloss over the reality that second marriages can require more planning than first marriages.