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Mar 31, 2020

Ask Bedel

Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and investment experts for advice. Each week we’ll be answering your personal finance questions, so be sure to submit your questions to Bedel@BedelFinancial.com.

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Mar 30, 2020

CARES Act: Benefits for Families

Recently, the "CARES" Act was signed into law. The almost 900 pages of legislation are jam-packed with programs designed to help taxpayers navigate the economic hardships. We've outlined the areas that are likely to impact people on a personal level.

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Mar 23, 2020

Perfect Recipe for Chaos: Coronavirus Crisis

It’s unclear when things will be able to return to normal. So, how do you financially plan through periods of absolute uncertainty?

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Mar 16, 2020

Markets Don’t Like Unknowns!

Have you taken a look at your investment portfolio? During times of uncertainty, it is important not to get lost in the daily headlines. Concentrate on keeping everything in perspective. Let’s take a step back and remind ourselves of where we were not so long ago and look for where we might be headed in the next few weeks.

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Mar 8, 2020

Tax Time! IRA Basics and Surprising Facts

As tax season nears, people of all ages have questions about IRAs. They may seem pretty straight-forward on the surface, but how much do you know about them? Let’s refresh your memory of IRA basics and explore some surprising facts.

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Mar 2, 2020

Time To Check Your 401(k)

The past week has seen volatility creep back into the stock market, and after a long run of positive returns, investors now have to ponder how much risk is too much. What should you do?

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Feb 24, 2020

Am I Doing This Right? Your Guide to Health Care Consumption

The health care industry is like a box of chocolates. With so many unknowns, it can be challenging to navigate the healthcare system. But remember, you do have a voice. It’s time to become an educated and engaged consumer!

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Feb 24, 2020

Who Does the Stock Market Favor? Trump or Someone Else?

There are many books and theories published around the correlation between election cycles and stock market cycles. Is it true that the stock market outperforms in an election year? We are here to debunk (or not) myths and share some facts.

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Feb 17, 2020

The Coronavirus - A Useful Reminder for Investors

While the impact of the Wuhan coronavirus may seem temporary and relatively mild, the scare does serve as a useful lesson for investors. It is a good reminder to investors to expect the unexpected and to not act impulsively.

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Feb 10, 2020

Self-directed IRA: A Different Way to Invest

Could a market correction negatively impact your retirement accounts? A self-directed IRA would provide an opportunity to incorporate non-traditional investments into your retirement portfolio, but make sure you do your research before jumping in.

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Feb 3, 2020

Defining Your Investment Outcome: Is it Possible?

Has the climb of stock prices caused investors to forget about the importance of having protection in their portfolios to guard against corrections? Maybe defined outcome investments are what you need.

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Jan 27, 2020

The Many Decisions of an Investor

You've just won $10,000. What now? It may be time to hire a professional to remove the confusion from your financial situation.

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