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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.

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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!

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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?

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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!

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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.

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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.

Image for Can you Afford to Play the Odds?

Sep 11, 2017

Can you Afford to Play the Odds?

If you are 65 years old, you have a 70% chance of needing long-term care. Can you afford $90,000 per year? If not, you may want to include LTC insurance in your financial plan. Or, you can take the chance of being in the lucky 30%!

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Sep 4, 2017

Boat Insurance – Is It Necessary?

If you are a boating enthusiast, it is important for you to understand whether your insurance coverage is sufficient. What if you wipe out a pier at the marina? Or, someone gets injured while onboard? Will you be covered…or not?

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Aug 14, 2017

The Unexpected Economic Value of Volunteering

Everyone knows volunteering is a good thing to do. Volunteers touch lives and make a difference. However, volunteering also provides true economic ...

Image for 529 College Savings Accounts - Does This Expense Qualify?

Aug 10, 2017

529 College Savings Accounts - Does This Expense Qualify?

Do you know what post-high school educational expenses qualify for tax-free reimbursement from your child’s 529 account? It’s important to know what expenses do qualify in order to avoid paying taxes and a penalty for those expenses that don’t.