Special Retirement Edition
Greg Valliere, Chief Political Strategist for the Potomac Research Group, was the featured speaker at October 15th’s Bedel Financial Forum. Speaking on a wide range of topics, including the recent government shutdown, the debt ceiling and the upcoming elections, Greg provided insight into the inner workings of Washington and how those day-to-day activities affect us as investors.
This student-led project provides transformed pianos throughout Indianapolis for anyone to play!
This Junior Achievement of Central Indiana video was created to highlight the career and achievements of Elaine Bedel for her induction into their Business Hall of Fame in February of 2013.
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.
Special Tax Edition
What You Need to Know Before Negotiations
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.
We discovered that a client did not realize their IRA included after tax contributions which were not properly identified on their tax returns. Had the client never realized this they would have paid extra, unnecessary taxes when they took money out of the account at a later date. We were able to help them correct their previous tax returns and move this money into a Roth IRA, where all future earnings and growth will be tax free.