Bedel Blog

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

Image for Challenges of the Sandwich Generation

Aug 6, 2019

Challenges of the Sandwich Generation

According to the Pew Research Center, 15% of middle-aged adults will end up financially supporting a parent and a child at the same time. If you find yourself in that 15%, you’re part of what has become known as the Sandwich Generation. We discuss what you should think about if you find yourself being sandwiched between the two generations.

Image for Parents: 4 Tips to Help Your Student Ace Finances

Aug 6, 2019

Parents: 4 Tips to Help Your Student Ace Finances

High school graduations are just around the corner and in the past year you’ve likely spent a lot of time helping your child determine their field of study as well as the right college.

Image for How to Make Tax Efficient Investments

Aug 5, 2019

How to Make Tax Efficient Investments

Taxes are an important consideration in investing. They should not be the sole driving force behind investment decisions, but investors should take them into consideration.

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 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 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 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.

AUTHORS