Bedel Blog

As financial planners and investment advisors, we see mistakes that employees make when handling their 401(k)s. Four such mistakes standout as having the greatest impact on a comfortable versus not-so comfortable retirement.

Evan had the privilege over the last couple years to serve as a mentor to Max Moroknek, a student and entrepreneur at Brebeuf Jesuit, Evan’s alma mater. Evan discusses the importance of mentorship and giving back to younger generations, as well as a pretty nifty gadget Max and his business partner created.

“Growth” stocks are dominating the stock market right now – think FANG (Facebook, Amazon, Netflix, and Google). So have we seen the heyday of “value” stocks, never to be repeated again? Not so fast – both “growth” and “value” stocks have their place in your portfolio. Read on for the details on both types of stock and what they mean for your portfolio…plus the one thing you might want to do right now to ensure you’re on the right track.

Do you know what post-high school educational expenses qualify for tax-free reimbursement from your child’s 529 account? It’s important to know what expenses do qualify in order to avoid paying taxes and a penalty for those expenses that don’t.

Anyone with children knows the cost of a college education is steadily on the rise, and that money has to come from somewhere. So what's a parent to do? We discuss ways to 1) determine how much to save and 2) ways to save for your children's education.

It has become increasingly popular to keep your “adult” children on your health insurance plan until age 26, but it’s not as simple as just letting them use your insurance coverage. Read on for the ins and outs of health insurance and HSAs and what that might mean for your adult children.

Chances are you’ve heard of target-date funds…but do you really know what they are and if they’re a good fit for your investment plan? We dive into the particulars so you don’t have to! Read on for more information on the pros of target-date funds, as well as their downside.

Everyone would love to be a millionaire overnight – so why isn’t everyone doing it?! While there are avenues to grow your money quickly, they’re usually filled with risk and, more often than not, lead to failure. Instead, follow our lead – living within or below your means, combined with saving and investing, can be that rewarding combination you’re looking for, without the high risk.

Investors, the bond market’s yield curve is indicting the possibility of impending recession! However, while the shape of the yield curve can be used as a tool to project the future health of the economy, it is not a crystal ball. Read on for a better understanding of yield curves and how this trend could impact you.

News of rising interest rates has been hard to miss, but if the economic jargon makes you anxious or you’re trying to ignore the topic altogether, you may have overlooked the impact this could have on your investments. We’ve pulled together a few basic points to help you feel more confident in the current economic environment.

What happens if you die without a will in place? Who decides where your assets go, and more importantly, who cares for your children? Without a will, these decisions are left up to the state…and you might not like their choices. Drafting a will enables you to clearly articulate your wishes for the disposition of your estate, as well as the care of your children, ensuring your final wishes are carried out. Read on for our tips on creating your will.

You’ve planned your dream vacation, but be sure it doesn’t turn into a financial nightmare! With a bit of planning ahead of time, you can ensure your finances are squared away for your trip and avoid any unnecessary interruptions to your cash flow. Read on for our best tips on protecting your money while traveling abroad.