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  • Bedel Financial Forum Welcomes Charo Boyd

    Bedel Financial Forum Welcomes Charo Boyd

  • 2015 Fall Newsletter

    2015 Fall Newsletter

    • Social Security Retirement Benefits: What You Need to Know Now!
    • Giving Thanks
    • Savvy Holiday Shopping Tips
    • A Millennial's Vision of Retirement
  • 2015 Summer Newsletter

    2015 Summer Newsletter

    • The Second Time Around
    • Getting Back in the Swing of Things
    • Try These Tax Strategies for 2015
    • A Family Guide for Developing Young Money Minds
    • Selling Houses and Paying Taxes
  • 2015 Spring Newsletter

    2015 Spring Newsletter

    • Buffett and Munger: Advice on Investments and Marriage
    • Get on the Path to Making Better Financial and Life Choices
    • The Unexpected Costs of Home Ownership
    • When a Vacation Becomes a Financial Nightmare
    • Is Your Home Properly Insured?
  • Elaine Bedel on Joy's House Caregiver Crossing Radio Show

    Elaine Bedel on Joy's House Caregiver Crossing Radio Show

    Elaine Bedel answers financial questions for caregivers regarding planning and long term care insurance. Listen Now

  • 2014 Winter Newsletter

    2014 Winter Newsletter

    • Signing Up for Medicare
    • We're Off to a Fast Start
    • Affordable Care Act Subsidy:  Proceed with Caution
    • Young Adults and Health Insurance Options
    • Medicare Premiums and High-Income Earners
  • 2014 Fall Newsletter

    2014 Fall Newsletter

    • Surviving the Financial Impact of Alzheimer's
    • Keeping Busy as 2014 Winds to a Close
    • The Current Investment Environment in China
    • Three Investment Mistakes to Avoid in your 40s
    • What is a CFA Professional?
  • Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014

    Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014

    Schwab IMPACT is national, invitation-only professional conference attended by independent advisors to learn about key issues in the financial and investment industry as well as to discuss best-practices to better serve their clients.  In 2014, Elaine had the honor of introducing the event at the opening ceremony.

  • Bedel Financial Forum Welcomes Dr. Mary Austrom and Jack Broyles

    Bedel Financial Forum Welcomes Dr. Mary Austrom and Jack Broyles

    On October 7th, we welcomed Dr. Mary Austrom, the Wesley P. Martin Professor of Alzheimer Disease Education for the IU School of Medicine, and Jack Broyles as the featured speakers of our Bedel Financial Forum, focused on understanding and preparing for the financial and emotional impact of Alzheimer’s Disease.  Speaking on both the clinical aspects of the disease, as well as the more personal aspects of having a loved one that has been diagnosed with Alzheimer’s, both speakers provided insight into the impact of the disease on the patient, as well as on his or her family or caregivers, both emotionally and financially.

  • 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?
Identifying “Outside the Box” Gifting Strategies

Identifying “Outside the Box” Gifting 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!.