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Aug 6, 2019

Jump-Start Your Wire Transaction

Wire transactions can be a great way to move money from account to account quickly…but they can also come with their own set of headaches. We want the process to be as seamless as possible for you, so we’ve outlined several ways to jump-start your wire transaction and make the process easier.

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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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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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Feb 13, 2017

Time Well Spent – Or Not?

Do you spend your time wisely? When it comes to financial decisions, do you spend a significant amount of time on the small stuff? Have you ever ...

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