Bedel Blog

Bedel Blog

Bedel Financial
  • Practice What You Preach

    You Inherited an IRA... Now What?

    Posted by Kathryn J. Hower, CFP® Date: Oct 16, 2017

    Inheriting an IRA can be a blessing. Dealing with the IRS distribution rules can be a headache. Understand your options! {read more}
  • Practice What You Preach

    The Underutilized HSA

    Posted by Kate Arndt Date: Oct 9, 2017

    By law, Health Savings Accounts are so tax-efficient they may be the best investment vehicle available. Then why are we not maximizing their use? {read more}
  • Practice What You Preach

    Ball Cap, Bottle Cap….Market Cap?

    Posted by Anthony Harcourt, Portfolio Manager Date: Sep 25, 2017

    What size is your market cap? Prudent investors know that company size is an important factor when building a portfolio. {read more}
  • Practice What You Preach

    Equifax Victim? Now What?

    Posted by Austin Stagman Date: Sep 18, 2017

    Are you a victim of the Equifax hack? Here’s what happened and what you should do if your information was compromised. {read more}
  • Practice What You Preach

    Can you Afford to Play the Odds?

    Posted by Sarah Mahaffa, CFP® Date: Sep 11, 2017

    If you are 65 years old, you have a 70% chance of needing long-term care. Can you afford $90,000 per year? If not, you may want to include LTC insurance in your financial plan. Or, you can take the chance of being in the lucky 30%! {read more}
 
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