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Bedel Blog
Wealth Transfer Strategies
Invariably, the end goal is to lower the overall value of your estate to limit your estate tax...
Tough Time to Find Used Cars: Indiana has Best Value
Used vehicle price increases are frustrating to consumers who need a vehicle now. However,...
Ask Bedel
Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and...
Reset Your Expectations
Stocks inevitably encounter rough patches and periods of increased volatility. While investors...
GenNeXt Blog
Is Your Financial Goal only a Wish?
Goal-setting is a never-ending process. As your finances change, so will your goals. Time is of...
The Financial Transition to Stay-at-Home Parent
The most apparent change to the household of a newly minted stay-at-home parent is the loss of...
Tax Diversification
Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax...
Dependent Care FSA Considerations for 2021
The tax savings experienced from dependent care FSAs are nice, but avoiding lost contributions at...
BEDEL BAROMETER
Last updated September 2021
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
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