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Image for How to Introduce Your Children to Good Financial Principals

May 15, 2019

How to Introduce Your Children to Good Financial Principals

Teaching children financial literacy skills early in life can help set them up for future financial success, but where’s a parent to begin? At Bedel, we encourage parents to teach the three S’s – saving, smart spending, and sharing. Read on for the details on each.

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May 6, 2019

Opportunity Zone Investing

Opportunity zone investing might not be a phrase you’re familiar with, but they can be a nice tax advantage for those with unrealized capital gains in their portfolio. We explain what opportunity zone investing is, and how you can determine if this type of investing works for your portfolio.

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May 3, 2019

Training for the Mini & Financial Planning

It might not seem like training for the Mini-Marathon and planning for your financial future have anything in common. But they have more similarities than you might think. Both require a detailed plan and input from experts that can help you get a leg up on the competition.

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Apr 29, 2019

8 (Financial) Tips for Sleeping Through a Storm

For some, the 4th quarter of 2018 might have seemed like a tough storm to weather when it came to the stock market. It can be difficult to batten down the hatches and ride out a financial storm, but with proper planning you can help to ensure your financial home withstands any bad weather that might come its way. We have eight tips to help you survive a financial storm.

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Apr 22, 2019

Owe Taxes? What Went Wrong in 2018 and How to Survive It

With 2019 being the first year to file under the Tax Cut and Jobs Act, many Americans are finding themselves faced with a tax bill due to Uncle Sam. Unsure how this happened, how to pay for your tax burden, or what you can do to prevent another tax bill in the future? Read on for the details.

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Apr 15, 2019

Spin-Offs: A Rude Surprise or Fantastic Opportunity?

Yesterday you had stock worth $100 per share. Today it’s worth 25% less! What happened? Spin-offs might not be a common stock market term for you, but it can be a common practice amongst companies. We’ve defined what a spin-off is, along with how you might expect it to affect your portfolio. Read on for the details…

Image for Today’s Housing Market: Finance Options for Buying Before Selling

Apr 8, 2019

Today’s Housing Market: Finance Options for Buying Before Selling

Timing the sale of your home with the purchase of a new house can be tricky. If your selling and buying cycles are out of sync, you do have options for making your down payment. Read on for the details.

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Apr 1, 2019

Are You FIRE-d Up?!

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…

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Mar 25, 2019

Pet Insurance: Good idea?

Anyone with a pet knows that veterinary care can be costly, especially when faced with a more serious illness. Enter pet insurance – providing pet owners with the means to provide care for their furry friends in the event of illness. We’ve outlined the basics of pet insurance, along with things to consider when deciding if it’s a good purchase for you and your pet.

Image for Market Caps: What’s in Your Portfolio?

Mar 18, 2019

Market Caps: What’s in Your Portfolio?

Do you know what’s in your portfolio? While your answer might be “Yes,” it’s a good idea to look a bit closer to be sure you’re taking the amount of risk you intended. If you use index funds within your portfolio, be sure to understand the underlying stocks within each fund. This can easily alter how well your investments are meeting your expectations.

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Mar 15, 2019

What a Realtor Can Do to Make Buying and Selling Less Stressful

Anyone who has worked with a realtor has a general idea of the basics of the job, but there’s much more to real estate than showing homes and brokering deals. It turns out realtors can provide many services to their clients that you might not be aware of. If you’re in the market to buy or sell, be sure to check out several ways your realtor can be working for you.

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Mar 11, 2019

Are You Making the Most of Your HSA?

HSAs are rising in popularity, and some are using these accounts as investment vehicles. So how do you know if you’re getting the most out of your HSA? It’s important to understand the details of HSAs and your financial situation to determine if investing these funds makes sense for you. We’ve outlined the basics, along with questions to be sure to ask yourself before deciding.