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  • 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.

  • 2013 Winter Newsletter

    2013 Winter Newsletter

    Special Tax Edition

     

    • It's Official: Personal Taxes Are Increasing!
    • Retirement Plans to the Rescue!
    • Avoiding the New Tax Thresholds
    • Don't Get Bit by the New Medicare Tax!
    • Managing Capital Gains
  • The Financial Aspects of Divorce

    The Financial Aspects of Divorce

    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.  

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Identifying “Outside the Box” Gifting Strategies

Identifying “Outside the Box” Gifting Strategies

In a planning meeting with a new client and her son, the son brought up several long-held stocks in his mother’s portfolio that have essentially a zero cost basis. He mentioned that any repositioning of the portfolio needed to take tax consequences into account. We had previously learned that the client liked to make annual gifts to her children. We pointed out that she could gift the zero-basis appreciated stock instead of cash. She would avoid having to pay tax and the children could then dispose of the stock or hold it as they saw fit. The son was especially enthused about the idea.  We feel suggestions like this are the reasons people hire us.
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