Bedel Blog

It’s not fun to watch your portfolio decrease in value, but there is a way to make lemonade out of lemons!

Want to start your own charitable foundation, but don’t have the wealth of a Carnegie or Rockefeller? Well, an option exists for the rest of us, too! Donor-advised funds can allow you to establish and potentially grow pools of money to be used for charitable giving.

Does your New Year’s resolution for 2016 resonate of “new year, new me”? Whether you have actually followed through with your resolutions or not, you should add one that requires a little effort now with a potentially large reward down the road.

The S&P 500 is down 8% since the beginning of the year. This has been the worse two-week start in the stock market’s history.

It is very common for spouses to title property that they own together as “joint with right of survivorship”. When one passes, the other owns the property outright. It’s simple, easy, and automatic.

Does your investment portfolio need to be serviced? Just like your car, your portfolio may need a “tune-up”. Year-end is a great time to review your portfolio to ensure it is operating at optimal levels.

Using pre-tax dollars for out-of-pocket medical expenses is really smart. But what if you don’t have the money to contribute to your Health Savings Account before year-end?

Saving for college is important. However, maximizing financial aid may be the difference between going to college and sitting out. The funding of a 529 College Savings Plan has many benefits, but what’s the impact on a student’s financial aid calculation?

Confused about charitable giving? Understanding the ins and outs of it is important. Your gifts will not only lower your tax bill, but will also help support causes you care most about.It's a win-win situation!

Many people assume downsizing their lifestyle during retirement is a simple task that leads to decreased spending and increased satisfaction during non-working years.

If you need money, should you consider borrowing from your 401(k)? It may be the easiest place to get needed funds, but is the impact on your future retirement lifestyle worth it?

Are your 401(k) dollars going into target date funds? If so, take a closer look! Obvious assumptions about these funds prove to be false.