Bedel Blog

Welcome to To Your Wealth, a simplified, weekly, personal-wealth Q&A! Sometimes you just don’t know what you don’t know…Or perhaps you just have that one issue keeping you up at night. Either way, every Tuesday, we’ll be answering one of your personal finance questions, so be sure to keep those queries coming. Click on Submit a Question below, and then keep an eye out for when your question will be featured!

It's open enrollment time for your group health plan. As your company begins to present your plan choices for the coming year, understanding the confusing alphabet soup is critical. Addressing three essential items will help you pick the appropriate plan for you and your family.

What would your family do if something happened to you? Do your heirs know your wishes? Here are some helpful tips on how to organize a successful family meeting to discuss estate planning.

As shareholders begin to receive yearend payouts from investments, how do you determine how your investments performed? Is cost basis reporting the best way to interpret the overall performance of your investments?

Do you have a Schwab or Fidelity Charitable account? Here are your year-end contribution deadlines.

It is common for spouses to title property they own together as “joint with right of survivorship.” But things can get messy when the other joint owner isn’t your spouse. If you own property with a non-spouse, how can you safeguard to mitigate the risks, if possible?

Are you hearing chatter about an upcoming economic recession? Economists use a variety of economic data to formulate their opinions but they are often confusing and meaningless to everyone else. Here are some of the more common economic indicator data points and their significance.

Is Thanksgiving the right time of year to make a family financial gameplan? From aging parents to financial power of attorney, here's why you should spend this Turkey Day having some honest conversations with your family.

Nine million Americans are victims of identity theft each year, are you one of them? Find out which online activity creates the highest risk for identity theft and what you can do to protect yourself and your data.

Parents, don't leave free money for your students lying around! A 2018 NerdWallet study found that eligible high school seniors left $2.6 billion worth on the table. Regardless of income or wealth, filling out the Free Application for Federal Student Aid (FAFSA) should be the first step for any student. Read on for details on the basics, the complexities and the results.

Do you aspire to retire at the age of 50? If so, you’ll need a fool-proof plan. In no special order, we have listed below the essentials to an early retirement.

Looking to provide scholarship funds to your alma mater or favorite school? Gifting to a scholarship-granting organization (SGO) allows you to do just that while also realizing great tax benefits. Read on for all the details to help you put money in your alma mater’s pocket, while keeping a bit more in your own!