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Image for SECURE Act:  Retirement Changes Are on the Horizon

Jun 10, 2019

SECURE Act: Retirement Changes Are on the Horizon

Retirement changes are on the horizon with the House’s passing of the SECURE (Setting Every Community Up for Retirement Enhancement) Act. The act is designed to encourage saving for retirement and promote long-term financial stability. Read on to see how the proposed changes might affect your retirement planning, and when the bill could go into effect if it passes the Senate.

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Jun 6, 2019

Betting the Farm on Farms

Investing in farmland used to mean purchasing and running a farm. These days, it’s possible to invest in farmland through two different investment structures. We explore both and weigh the pros and cons.

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Jun 3, 2019

Maximizing Your Pension Payout Options

Pensions are quickly becoming a thing of the past, but if you still have one it’s important to understand your payout options once you retire. We explore the pros and cons of both options so you can make an informed decision.

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May 27, 2019

Steer Your Finances into the Winner’s Circle

Simon Pagenaud might have taken this year’s checkered flag at the Indy 500, but you can still take the flag for your finances. With the support of a team and flexibility for those unplanned things that can throw a monkey wrench in your plans, you could find yourself steering your finances into the winner’s circle!

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May 20, 2019

Financial Impact of Chronic Illness

Heart disease, cancer, arthritis, and diabetes are all examples of chronic illnesses. One out of every two Americans has some type of a chronic condition. While this can be a physical and mental challenge, it can also have a financial impact.

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May 20, 2019

The Race for a Winning Credit Score

It’s May in Indy, the race car engines are revving and everyone is gearing up for the big race – but be aware of overspending on credit cards during the festivities or you could be on a collision course with bad credit. We break down the details on avoiding credit score dents to help you win your race for financial security!

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May 15, 2019

Customize Your Approach to Asset Allocations

When it comes to asset allocation, there’s no solution that’s one-size-fits-all. As you near retirement, it’s increasingly important to be sure that your balance of stocks to bonds is appropriate. We’ve detailed two methods to help determine what your asset allocation should look like.

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May 15, 2019

Retirement… How to SPEND It

Retirement party – check. Packing up your office – check. Saying goodbye to your colleagues – check. So now what? Many people might answer “Visit the grandkids, travel, and do all the things I didn’t have time to do when I worked.” But what will your daily life look like in retirement? It’s just as important to plan your daily activities as it is those special times you’ll spend during your golden years, so be sure it’s part of your overall retirement plan.

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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.