Bedel Blog

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?

Having conversations and making money decisions can be tough when it involves loved ones. Being proactive can save both your money and relationships.

Investors need to consider the current environment when managing their return expectations in the coming years. If you are becoming concerned about higher valuations and fear a downturn, a strategy to consider is becoming more defensive with your equity allocations.

A question we are often asked by clients is: “Who should I make my check payable to – Bedel Financial, the custodian firm or me?” ...

Not all target-date funds are the same. Investors choose a fund that roughly coincides with their planned retirement year, and over time, the funds adjust their holdings and become more conservative.

The American Rescue Plan (ARP) has more than just stimulus payments to offer. If you qualify for the enhanced child tax credit, be on the lookout for the IRS portal rollout in a few months. Many families have benefited from child tax credits in years past, but the enhanced credit differs in several ways.

There is no right or wrong way to manage personal finances as a couple. There are several budgeting approaches to consider. Be open and honest about your status and hash out a plan together.