Bedel Blog

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

Image for Debt Ceiling or Debt Sunroof?

Aug 5, 2019

Debt Ceiling or Debt Sunroof?

What is the debt ceiling and why is it important? In the wake of the recent budget agreement, the debt ceiling has been temporarily suspended. What does the suspension of the debt ceiling mean, and how could it affect you? We’ve examined the recent deal and discuss the potential pitfalls of operating without a cap on the country’s debt.

Image for What’s Your College Student’s Financial Intelligence?

Jul 30, 2019

What’s Your College Student’s Financial Intelligence?

Your child is heading to college…The car is packed, and you’re ready to move her in. But aren’t you forgetting something? Have you talked with her about finances and making good financial decisions while she’s away? Now’s the perfect time to have that chat and make sure she’s ready to face all the financial intelligence “tests” she’ll encounter in college.

Image for Travel Insurance to the Rescue!

Jul 29, 2019

Travel Insurance to the Rescue!

Many of us have likely turned down the travel insurance offered while booking a flight to our vacation destination. But perhaps we shouldn’t. Travel insurance can be a lifesaver when it comes to the unexpected, especially while traveling abroad. Unsure if travel insurance would be worth your money? We’ve outlined how to determine if the cost is worth it for you.

Image for 4 Tips for Investing in your 40s

Jul 29, 2019

4 Tips for Investing in your 40s

Making the correct financial decisions in your 40s can have important ramifications on the success of your long-term and retirement plans.

Image for Make Your HSA an IRA on Steroids

Jul 25, 2019

Make Your HSA an IRA on Steroids

What if I told you a Health Savings Account is the most tax efficient and versatile retirement account you own? Believe it or not, with proper planning, an HSA can blow the doors off your 401(k), IRA, or even a Roth IRA!

Image for Investing in HSA’s

Jul 17, 2019

Investing in HSA’s

Investing in a Health Savings Account (HSA) can be a great way to potentially achieve long-term tax-free growth on your money. If your company’s HSA has an investment component to it, it’s important to ensure that the investments you’re choosing match your risk tolerance. To find out more, read on.

Image for Will “WeWork” Work in your Portfolio?

Jul 15, 2019

Will “WeWork” Work in your Portfolio?

WeWork (now The We Company) is planning for its IPO either later this year or early in 2020. Is WeWork stock a good fit for your portfolio? While it’s still a bit too early to tell if WeWork will be a good buy, we’ve outlined potential issues to be aware of before you decide to buy.

Image for Guide to Leaving a Legacy

Jul 15, 2019

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 What are HSAs and FSAs?

Jul 11, 2019

What are HSAs and FSAs?

Most of us are familiar with the terms HSA and FSA, but chances are you might not understand the differences between the two medical savings accounts. While both can be offered by employers in conjunction with a health insurance plan, the two accounts have some marked differences. Read on for the details.

Image for Time to Refinance Your Mortgage?

Jul 11, 2019

Time to Refinance Your Mortgage?

Mortgage rates are at historically low levels, and many are refinancing to take advantage of this. How do you know if refinancing makes sense for you? You’ll need to consider three things – closing costs, the interest rate differential, and how long you plan to stay in your home. We explain all three in detail so you can make the right decision for your situation.

Image for Are You Financially Set for Semi-Retirement?

Jul 1, 2019

Are You Financially Set for Semi-Retirement?

Not all retirements are created equal – in fact, a 2018 study indicates that 72 percent of today’s workers are looking forward to semi-retirement rather than leaving the workplace altogether. What are the advantages and disadvantages of semi-retirement, and how do you prepare for it in your financial plan? We have the details to help you decide if semi-retirement might be the right choice for you.

Image for Timber Investing: A Valid Long-Term Growth Strategy?

Jun 24, 2019

Timber Investing: A Valid Long-Term Growth Strategy?

Looking for a way to diversity your portfolio from traditional stocks and fixed-income investments? An investment in timber might be a good opportunity for you. We’ve explored the options for investing in timber and detailed the pros and cons of both options. Read on for the details.

AUTHORS