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Business Entities – Choosing the Appropriate Structure
The decision on how to structure your business can be an arduous process. If this process becomes too cumbersome, consider speaking with your financial advisor to get their input and loop in an attorney when needed.
Ditch the Documents!
Proactively managing your mail and documentation delivery methods will save you time and help better organize your records. Identifying which documents to keep versus those you can safely toss, and throwing away those that you can, will also help.
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?” ...
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.
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 ...
