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Image for Collaborative Divorce: A Softer, More Congenial Approach

May 11, 2017

Collaborative Divorce: A Softer, More Congenial Approach

Preparing for a major event often involves a team of professionals. A wedding involves photographers, caterers, and florists. And people often seek ...

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May 8, 2017

Crowdfunding for Real Estate: Now Anyone Can Own a Skyscraper!

Have you ever wanted to own a skyscraper? How about an entire apartment complex? Well, good news, now you can! And, you don’t have to meet “accredited investor” requirements. How? It’s called crowdfunding!

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May 6, 2017

Directly Held Stock Versus a Brokerage Account: Questions & Answers

Do you receive mail from a company that holds shares of only one specific stock on your behalf and don’t know what to do with it? Most likely ...

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May 6, 2017

Check Etiquette: Who Should I Make My Check Payable To?

A question we are often asked by clients is: “Who should I make my check payable to – Bedel Financial, the custodian firm or me?” ...

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May 1, 2017

Wedding Approaching? What about a Prenup?

What’s your reaction to the words “prenuptial agreement” or “prenup?” I’m betting “romantic” ...

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Apr 24, 2017

Protecting Seniors from Fraud

Anyone of any age can get scammed, but seniors make the easiest targets. Each year they lose billions of dollars to scam artists, friends, and too ...

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Apr 17, 2017

“What If…?” It Happens!

Life is full of “what-ifs”! What if your neighbor’s dying tree crashes through your roof; your newly remodeled basement floods; ...

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Apr 10, 2017

New Investment Vehicle: Interval Funds

Everyone has heard of stocks, bonds, mutual funds, and probably even ETFs. But have you heard of “interval” funds? No? You might want to ...

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Apr 3, 2017

Ditch the Documents!

Are you becoming buried in paper! If “junk” mail is overtaking “real” mail, maybe it’s time to take control. Opt out ...

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Mar 27, 2017

Daredevil Hobby = Higher Insurance Premiums

If you have a “risky” hobby such as scuba diving or flying, you could be putting more at risk than bodily injury. You may be denied life ...

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Mar 24, 2017

If You Die with Debt, Who Pays?

If you have a mortgage on your house, what happens when you die? What about a car loan or credit card debt? Are your heirs required to pay off what ...

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Mar 20, 2017

Career Starters: Wake Up!

What’s the one deadly sin that can ruin your financial future? Answer: Spending when you should be saving! If you are part of the millennial ...