Bedel Blog

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

Image for Think Your Student Loan Will Be Forgiven? Maybe Not!

May 13, 2019

Think Your Student Loan Will Be Forgiven? Maybe Not!

For those choosing a career in the public service sector, the Public Service Loan Forgiveness program can be a great way to relieve student loan debt after ten years of monthly income-based payments. But it turns out there’s much more to it than simply working in the public sector and making those ten years of payments. If you or someone you know is graduating and wants to take advantage of this program, be sure you understand all the requirements that must be met.

Image for Opportunity Zone Investing

May 6, 2019

Opportunity Zone Investing

Opportunity zone investing might not be a phrase you’re familiar with, but they can be a nice tax advantage for those with unrealized capital gains in their portfolio. We explain what opportunity zone investing is, and how you can determine if this type of investing works for your portfolio.

Image for Training for the Mini & Financial Planning

May 3, 2019

Training for the Mini & Financial Planning

It might not seem like training for the Mini-Marathon and planning for your financial future have anything in common. But they have more similarities than you might think. Both require a detailed plan and input from experts that can help you get a leg up on the competition.

Image for 8 (Financial) Tips for Sleeping Through a Storm

Apr 29, 2019

8 (Financial) Tips for Sleeping Through a Storm

For some, the 4th quarter of 2018 might have seemed like a tough storm to weather when it came to the stock market. It can be difficult to batten down the hatches and ride out a financial storm, but with proper planning you can help to ensure your financial home withstands any bad weather that might come its way. We have eight tips to help you survive a financial storm.

Image for Owe Taxes? What Went Wrong in 2018 and How to Survive It

Apr 22, 2019

Owe Taxes? What Went Wrong in 2018 and How to Survive It

With 2019 being the first year to file under the Tax Cut and Jobs Act, many Americans are finding themselves faced with a tax bill due to Uncle Sam. Unsure how this happened, how to pay for your tax burden, or what you can do to prevent another tax bill in the future? Read on for the details.

Image for Is Student Debt Unmanageable?

Apr 15, 2019

Is Student Debt Unmanageable?

College loans exceed 1.5 trillion dollars! Most of this debt is owed to the U.S. government student loan programs. Since this represents 6% of our national debt, non-repayment is a serious matter.

Image for Spin-Offs: A Rude Surprise or Fantastic Opportunity?

Apr 15, 2019

Spin-Offs: A Rude Surprise or Fantastic Opportunity?

Yesterday you had stock worth $100 per share. Today it’s worth 25% less! What happened? Spin-offs might not be a common stock market term for you, but it can be a common practice amongst companies. We’ve defined what a spin-off is, along with how you might expect it to affect your portfolio. Read on for the details…

Image for Teaching Children Financial Life Skills

Apr 15, 2019

Teaching Children Financial Life Skills

Teaching your children financial life skills is a gift that will benefit them throughout their lives. By teaching children to save for the future, spend appropriately, and share for the greater good of others and the community, you’re providing a good foundation for your child to make future money decisions. We outline how to help your child get on the path to financial success.

Image for Today’s Housing Market: Finance Options for Buying Before Selling

Apr 8, 2019

Today’s Housing Market: Finance Options for Buying Before Selling

Timing the sale of your home with the purchase of a new house can be tricky. If your selling and buying cycles are out of sync, you do have options for making your down payment. Read on for the details.

Image for Are You FIRE-d Up?!

Apr 1, 2019

Are You FIRE-d Up?!

Dreaming of retiring in your 30’s or 40’s but not sure that could be your reality? The FIRE movement (Financially Independent Retire Early) is increasing in popularity, but there are definite pros and cons to the movement. Be sure you’ve critically assessed your financial situation, and that your financial plan is structured to provide you the means for early retirement. We have the details…

Image for Pet Insurance: Good idea?

Mar 25, 2019

Pet Insurance: Good idea?

Anyone with a pet knows that veterinary care can be costly, especially when faced with a more serious illness. Enter pet insurance – providing pet owners with the means to provide care for their furry friends in the event of illness. We’ve outlined the basics of pet insurance, along with things to consider when deciding if it’s a good purchase for you and your pet.

Image for Market Caps: What’s in Your Portfolio?

Mar 18, 2019

Market Caps: What’s in Your Portfolio?

Do you know what’s in your portfolio? While your answer might be “Yes,” it’s a good idea to look a bit closer to be sure you’re taking the amount of risk you intended. If you use index funds within your portfolio, be sure to understand the underlying stocks within each fund. This can easily alter how well your investments are meeting your expectations.

AUTHORS