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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.
As the second season unfolds, we have learned that Ted Lasso provides valuable lessons that can be applied to personal finances and investing.
The impact of COVID-era federal programs and interventions is still with us. Barring an extension of the federal unemployment insurance program from Congress, these benefits will expire in just a few months and could provide a tailwind for employment and growth.
The cloudy picture presented by historical data from the impact of inflation and tax increases on the market underscores the importance of developing a long-term investment strategy and maintaining your diversified allocation to the proper mix of stock and bonds
Creating a thorough inventory of financial items and documents will take some time, but just as businesses have succession plans in the event leaders cannot serve, families must also take a similar approach.
It’s bad enough if you have to postpone or cancel a vacation. Don’t take a financial hit as well. Travel insurance protects you from certain types of financial loss incurred while traveling.
Leaving a legacy through charitable giving is a financial goal for many. Unsure where to start or how to most efficiently donate to the causes closest to your heart? Read on for several options for gifting money to your favorite charities.
While Private 529s allow you to buy certificates to lock in current tuition rates for participating colleges, they don't allow you to invest your savings in marketable securities.
Inflation is a complicated topic that economists have debated for centuries. While the Federal Reserve has indicated that it will begin to increase interest rates, if necessary, to combat high inflation, its ability to do so without negatively impacting the stock market is unclear.
Home prices have been soaring across the country, and new institutional investors are entering the market to compete with traditional buyers. With interest rates near all-time lows and home equity at all-time highs, current homeowners may enjoy a benefit when it comes to cashing out equity.
Dreaming of retiring in your 30’s or 40’s but not sure that could be your reality? The FIRE movement (Financially Independent Retire Early) is increasing in popularity, but there are definite pros and cons to the movement. Be sure you’ve critically assessed your financial situation, and that your financial plan is structured to provide you the means for early retirement. We have the details…
Long-term care reduction options can prove costly. Why are premiums increasing? What does each benefit option mean?