Bedel Blog

Get financial clarity, insight, and analysis delivered straight to your inbox.
Subscribe to our weekly blog.

Image for Hiring an Investment Advisor?  3 Red Flags

Nov 17, 2014

Hiring an Investment Advisor? 3 Red Flags

Who you hire to manage your money may be one of the most important decisions you make. Many investors have been devastated by fraudulent or incompetent investment advisers.

Image for Confused over Health Savings Accounts?

Nov 11, 2014

Confused over Health Savings Accounts?

Health Savings Accounts are a great vehicle for paying medical expenses in the most tax-efficient manner. For those eligible, maximizing your annual contributions will provide tax benefits now as well as after you retire.

Image for What’s Your Retirement Vision?

Nov 3, 2014

What’s Your Retirement Vision?

Do you have a vision for how you will spend your retirement? If you have a spouse or significant other, does it match theirs?

Image for Signing Up for Medicare

Oct 27, 2014

Signing Up for Medicare

As people approach retirement, they begin to think about health insurance and the need to sign up for Medicare.

Image for 401(k) Loans:  Good or Bad Idea?

Oct 6, 2014

401(k) Loans: Good or Bad Idea?

Many 401(k) plans allow participants to borrow money from their accounts. It may be a convenient way to get access to cash, but it comes with a price. Read on for the pros and cons that should be considered.

Image for Is Alibaba a Good Investment?

Sep 29, 2014

Is Alibaba a Good Investment?

Alibaba is the Chinese version of Amazon and eBay. However, it is already larger than both of them combined! It just went public and investors can now buy its stock on the New York Stock Exchange.

Image for Long-term Care Insurance – Important Changes

Sep 25, 2014

Long-term Care Insurance – Important Changes

If you have ever considered the purchase of a long-term care insurance policy, you may want to get serious. Fewer providers, increasing premium rates, and reduced benefits are changing the landscape.

Image for Who Wants to Be a Millionaire?

Sep 8, 2014

Who Wants to Be a Millionaire?

Fifteen years ago this month, the game show “Who Wants to Be a Millionaire” burst onto the scene and into our collective conscience.

Image for Confused About 529 Plans?

Aug 25, 2014

Confused About 529 Plans?

College Choice, the Indiana 529 plan, is a great way to save for college expenses. However, we frequently get questions regarding who can use the funds; the benefits of being an Indiana resident; and whether out-of-state schools are included.

Image for What is the 4% Rule for Retirement?

Aug 18, 2014

What is the 4% Rule for Retirement?

In today’s world everything comes with a “rule of thumb”. It’s a way to simplify a more complex formula into an easy-to-remember application. “If you spend 4% each year from your investment portfolio, you won’t run out of money.”

Image for Finding Financial Advice and the Possible Barriers

Aug 11, 2014

Finding Financial Advice and the Possible Barriers

What stops you from getting financial advice? The three barriers that I hear most are fear of the price; guilt that you should “do it yourself”; and lack of confidence in choosing a trustworthy advisor.

Image for World Cup Soccer and Investing

Jul 6, 2014

World Cup Soccer and Investing

The World Cup Soccer championship captures the interest of fans around the world every four years.