Bedel Blog

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

Image for Sign Up for “my Social Security” –  It’s a No-Brainer!

Nov 20, 2017

Sign Up for “my Social Security” – It’s a No-Brainer!

Gone are the days of standing in never-ending lines at the Social Security office! With an account on the my Social Security site, a plethora of information is at your fingertips. We’ve highlighted the perks here.

Image for Keep Fraudsters at Bay by Freezing Your Credit

Nov 15, 2017

Keep Fraudsters at Bay by Freezing Your Credit

Keeping your credit secure is more difficult than ever. Perhaps the safest course of action is to freeze your credit. Here’s what you need to know.

Image for Maximizing Workplace Benefits

Nov 15, 2017

Maximizing Workplace Benefits

This time of year it is common for companies to allow employees to select what benefits programs they want to participate in for the coming year. Unfortunately, people don’t spend near enough time reviewing the options available to them.

Image for Flexible Spending Account = Money Saved

Nov 13, 2017

Flexible Spending Account = Money Saved

How would you like to save on your next pair of glasses or your child’s preschool tuition? You don’t need a coupon and you won’t have to negotiate a deal – all you need is a Flexible Spending Account.

Image for The Amazon Effect: How Big is the Economic Impact?

Nov 6, 2017

The Amazon Effect: How Big is the Economic Impact?

Chances are you’ve crossed paths with Amazon at some point recently – purchasing a Christmas gift, ordering groceries for the home, or even researching products and their customer reviews. But Amazon's impact extends far beyond the way you shop - but just how far remains to be seen.

Image for Highlights of Our Annual Financial Forum

Nov 3, 2017

Highlights of Our Annual Financial Forum

The featured speaker at Bedel Financial’s annual Financial Forum was Liz Ann Sonders, senior vice president and chief investment strategist at Charles Schwab. Liz Ann touched on a number of issues regarding the economy and the market. Here are the highlights!

Image for Employer Benefit Enrollment: Trick-or-Treat?

Oct 30, 2017

Employer Benefit Enrollment: Trick-or-Treat?

It’s that time of year when goblins ring your doorbell and employer benefit enrollment information pings your mailbox. Do you know if your benefits are a trick or a treat? Sometimes, you need to pull off the mask and find out!

Image for I Lost My Engagement Ring! Am I covered?

Oct 23, 2017

I Lost My Engagement Ring! Am I covered?

You lose something of value and your first question is “is it covered?” Insurance polices provide a limited amount for such losses, but generally not enough to cover expensive items. To be fully reimbursed, what do you do?

Image for You Inherited an IRA... Now What?

Oct 16, 2017

You Inherited an IRA... Now What?

Inheriting an IRA can be a blessing. Dealing with the IRS distribution rules can be a headache. Understand your options!

Image for The Underutilized HSA

Oct 9, 2017

The Underutilized HSA

By law, Health Savings Accounts are so tax-efficient they may be the best investment vehicle available. Then why are we not maximizing their use?

Image for Ball Cap, Bottle Cap….Market Cap?

Sep 25, 2017

Ball Cap, Bottle Cap….Market Cap?

What size is your market cap? Prudent investors know that company size is an important factor when building a portfolio.

Image for Equifax Victim?  Now What?

Sep 18, 2017

Equifax Victim? Now What?

Are you a victim of the Equifax hack? Here’s what happened and what you should do if your information was compromised.