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Apr 10, 2023

Financial Considerations When Changing Jobs

As you prepare for a job change, be aware that you will likely have a higher income than in prior years and that higher income has some implications.

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Mar 16, 2023

Silicon Valley Bank and the Bank Term Funding Program (BTFP)

The Fed's actions prevented a widespread run on the banks. However, market volatility will ensue as investors weigh the quickly changing landscape in the U.S. and abroad.

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Mar 14, 2023

Where Are You Putting All That Cash?

With the Federal Reserve’s rapid interest rate increases, more options exist for your cash to earn interest. However, your bank may not be keeping up.

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Mar 14, 2023

How Strong is the U.S. Consumer?

In an ideal world, the consumer steadily spends money with zero credit card debt and a healthy savings balance. However, we live in the real world. Given the circumstances, the U.S. consumer is still in relatively good shape.

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Mar 13, 2023

Protect Your Estate from Taxes

Suffice it to say there are ample estate planning techniques to help reduce your gross estate amount before death. Portability can play an important role in your estate planning.

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Mar 6, 2023

Cyber Security and Your Money - Don’t Let Your Guard Down

We've heard this piece of advice too many times to count. But it bears repeating. Don't give out personal information. Your trusted financial institutions, government agencies, and credit card companies will not reach out to you to ask for account information or social security numbers.

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Mar 2, 2023

Bedel Financial: Women’s History Month Scavenger Hunt

Bedel Financial has organized a fun and informative scavenger hunt celebrating Women's History Month. This challenging activity will send participants to various buildings and sites across downtown Indianapolis in search of monuments, paintings, statues, and more, highlighting some of Indiana's most influential women.

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Feb 27, 2023

Family Vacation Home – What’s the Plan?

When it comes to passing down family vacation homes, first-generation owners should talk with family members about the property and find out who is interested in owning it after they're gone. You might be surprised!

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Feb 20, 2023

Options for Charitable Giving

There are many different ways to support charitable causes aside from making financial gifts. Gifts of time and expertise are also highly valued by charitable organizations. If you donate monetarily to charity, reevaluate your strategy for simplicity or tax efficiencies.

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Feb 13, 2023

Inflation Hedge in 2022: Bitcoin vs. Gold

Bitcoin is a very new investment, first introduced in 2009, so it may need more time to adapt. Gold has been around for thousands of years. Periods of high inflation will typically create volatility in markets.

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Feb 6, 2023

Loss of a Loved One

When you lose a loved one, the ability to function, analyze information, and make decisions can be impaired. However, costly errors can be avoided if the survivor progresses in an organized and deliberate manner and seeks the appropriate advice.

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Jan 30, 2023

Here’s Your Early 2023 Checklist

You are probably already aware of the perils of credit card debt. Credit cards are relatively easy to obtain and super easy to use. But they come with a big catch - credit card debt is usually very expensive. It should therefore be avoided whenever possible.

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