Bedel Blog

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

Image for Travel Insurance - Don’t Leave Home Without It!

Jun 28, 2021

Travel Insurance - Don’t Leave Home Without It!

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.

Image for Guide to Leaving a Legacy

Jun 24, 2021

Guide to Leaving a Legacy

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.

Image for The Private College 529 Plan – an Alternative for College Savings

Jun 21, 2021

The Private College 529 Plan – an Alternative for College Savings

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.

Image for Inflation’s Impact on Your Portfolio

Jun 14, 2021

Inflation’s Impact on Your Portfolio

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.

Image for Is This the Worst Time in History to Buy a House?

Jun 7, 2021

Is This the Worst Time in History to Buy a House?

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.

Image for Are You FIRE-d Up?!

Jun 1, 2021

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…

Image for Help! My Long-term Care Insurance Premiums Could Increase by 503%

May 24, 2021

Help! My Long-term Care Insurance Premiums Could Increase by 503%

Long-term care reduction options can prove costly. Why are premiums increasing? What does each benefit option mean?

Image for Family Issues: It’s about the Money!

May 16, 2021

Family Issues: It’s about the Money!

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

Image for Are Stocks Expensive?

May 10, 2021

Are Stocks Expensive?

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.

Image for Know Your Target Date Fund

May 3, 2021

Know Your Target Date Fund

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.

Image for Enhanced Child Tax Credit – Do You Qualify?

Apr 26, 2021

Enhanced Child Tax Credit – Do You Qualify?

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.

Image for Yours, Mine, and Ours: Marriage and Personal Finances

Apr 19, 2021

Yours, Mine, and Ours: Marriage and Personal Finances

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.

AUTHORS