Resources

Search By Category:
  • 2014 Summer Newsletter

    2014 Summer Newsletter

    • Preparing College Kids for Financial Independence 101
    • Where Did Those Lazy Days of Summer Go?
    • Thoughts from the Morningstar Conference
    • The Impact of Obama's Student Loan Changes on Borrowers AND Taxpayers
    • Just What Is a CFP® Professional?
  • 2014 Spring Newsletter

    2014 Spring Newsletter

    • Moving Foward On Your Own:  Kathleen Rehl, PhD, CFP®
    • Celebrating New Beginnings and Preparing for the Future
    • Does Inflation Matter?
    • Student Loan Repayment Options:  The Next Economic Bubble?
    • What is an RIA?
  • 2014 Winter Newsletter

    2014 Winter Newsletter

    Special Retirement Edition

     

    • Retirement:  Will You Be Ready?
    • Maximize Use of Retirement Plans
    • Effective Management of Retirement Resources
    • The Price of Procrastination
  • 2013 Fall Newsletter

    2013 Fall Newsletter

    • Don’t Be Fooled by Washington’s Theatrics
    • 2013 Was Defined by a D.C. Focus and our 25th Anniversary
    • To Claim Now, or to Claim Later? That is the Question
    • Explaining our GenerationNeXt™ Service
    • Best Charitable Contribution Option & Upcoming Tax Deadlines
  • Bedel Financial Forum Welcomes Greg Valliere

    Bedel Financial Forum Welcomes Greg Valliere

    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.

  • Bedel Financial Sponsors Women’s Fund “GO Ahead & Play” Piano!

    Bedel Financial Sponsors Women’s Fund “GO Ahead & Play” Piano!

    This student-led project provides transformed pianos throughout Indianapolis for anyone to play!

  • 2013 Summer Newsletter

    2013 Summer Newsletter

    • Rising Pressures in Long-Term Care Premium Rates
    • Enjoying Summer
    • 3D Printing:  The Next Industrial Revolution
    • Saving 15% of Your Gross Income is What It Takes
  • Elaine Bedel Inducted into Business Hall of Fame!

    Elaine Bedel Inducted into Business Hall of Fame!

    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.

  • 2013 Spring Newsletter

    2013 Spring Newsletter

    • Advice for Your College Graduate
    • Milestones to Celebrate!
    • Finally, Some Positive News!
    • Sow Your Investment Seeds
    • Would You Benefit from a Roth Conversion?
  • Education Funding

    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.

12
Identifying “Outside the Box” Strategies

Identifying “Outside the Box” Strategies

While establishing an appropriate investment strategy with new clients, we take the time to consider every option, while ensuring the chosen plan does not have any negative unforeseen surprises. For example, if a client has several long-held stocks in their portfolio with very low cost basis, our first concern is the possible high tax consequence should they want to sell these holdings.  By taking the time to think “outside the box”, we may be able to accomplish another goal of the clients, such as gifting to family and charitable causes close the client.  By choosing to gift the zero-basis appreciated stock instead of cash to children or charities, the client is able to avoid having to pay long-term capital gains tax and the children and/or charity can benefit from this generosity, a win-win all around!

clientuploads/schedule_btn.png