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Bedel Blog
The Corporate Transparency Act
The CTA was enacted in 2021 to combat criminal activity, such as money laundering, tax fraud, and...
Tax Planning for the Soon-to-Be Retiree
Retirees can maximize their retirement wealth by implementing tax-efficient strategies such as...
Ask Bedel
Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and...
Riding the (Weight Loss) Wave: Balancing FOMO with Prudent Risk Management
Eli Lilly's future holds immense potential, but a balanced perspective is crucial. While...
GenNeXt Blog
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...
Student Loan Repayment: Back Like Never Before
It’s not abnormal for borrowers to feel they are in a different spot financially since March of...
BEDEL BAROMETER
Last updated April 2024
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year