You Focus on Your Future. We’ll Focus on Your Finances.TM
Fee-only, comprehensive wealth management for all generations.
Bedel Blog
Wealth Transfer Strategies
Invariably, the end goal is to lower the overall value of your estate to limit your estate tax...
How the Fed Determines the Federal Funds Rate?
The Fed does not give a specific rate that is the ideal baseline. Instead, it is all relative. It...
Considering an Annuity? Read this First
The annuity marketplace has evolved, and many modern annuities now offer reduced fees and greater...
Are you ready to take Social Security?
Your decision is permanent, so please consult a financial advisor. Every person’s situation and...
GenNeXt Blog
Where Are You Putting All That Cash?
With the Federal Reserve’s rapid interest rate increases, more options exist for your cash to...
Instant Gratification? Not So Fast
It’s easy to opt for instant gratification when it comes to financial decisions. It feels good to...
The Lost Years: The Untold Truth About Your 30s
What people fail to talk about is how this phase of life is expensive and can easily throw a...
Important 529 Plan Changes
Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state...
BEDEL BAROMETER
Last updated July 2025
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year