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Bedel Blog
Guide to Leaving a Legacy
Leaving a legacy through charitable giving is a financial goal for many. Unsure where to start or...
What are HSAs and FSAs?
Most of us are familiar with the terms HSA and FSA, but chances are you might not understand the...
Time to Refinance Your Mortgage?
Mortgage rates are at historically low levels, and many are refinancing to take advantage of...
Are You Financially Set for Semi-Retirement?
Not all retirements are created equal – in fact, a 2018 study indicates that 72 percent of...
GenNeXt Blog
Estate Planning for Young Professionals
Estate planning is an important part of any financial plan – even for young adults with no...
Think Your Student Loan Will Be Forgiven? Maybe Not!
For those choosing a career in the public service sector, the Public Service Loan Forgiveness...
How Student Debt Is Affecting the Housing Market
Most everyone knows that student loan debt is on the rise. But what many might not understand are...
Young Adults - On the Road to Financial Success or Disillusionment?
How are today’s young adults feeling about their current and future financial success? Turns out,...
BEDEL BAROMETER
Last updated July 2019
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
