Bedel Blog

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

Image for Retiring at 50: The Keys to Early Retirement

Oct 28, 2019

Retiring at 50: The Keys to Early Retirement

Do you aspire to retire at the age of 50? If so, you’ll need a fool-proof plan. In no special order, we have listed below the essentials to an early retirement.

Image for What Should I Do with My Old Retirement Accounts?

Oct 14, 2019

What Should I Do with My Old Retirement Accounts?

Times have changed. Your parents may have worked for the same company their entire career, but we’re in the day and age of job-hopping.

Image for Social Security Benefits for Your Spouse

Aug 20, 2018

Social Security Benefits for Your Spouse

As if Social Security isn’t confusing enough at times, Social Security spouse benefits can present a whole new set of challenges: When do you claim? Should you claim your benefits or your spouse’s benefits? How much of your spouse’s benefits can you claim? We’ve laid out several different scenarios to help guide you through what can seem like a labyrinth at times.

Image for Retirement Communities: What’s the Appeal?

May 21, 2018

Retirement Communities: What’s the Appeal?

If you’re retired or planning to be soon, a Continuing Care Retirement Community might be a good option for you. Continued independence with the added bonus of on-site medical care, maintenance-free living and amenities galore can be a draw for many retirees. But it’s important to understand your options and the associated cost – all those amenities can come with a hefty price tag! Be sure you understand your options: Read on for all the details.

Image for Self-Employed:  Go Solo with a 401(k)

May 14, 2018

Self-Employed: Go Solo with a 401(k)

Are you self-employed and saving for retirement? Are you sure you’re getting the most bang for your buck with the retirement vehicle you’ve chosen? If you meet certain requirements, a Solo 401(k) could be right for you – allowing you to save more for your future retirement and receive a larger income tax deduction today! Read on to discover the benefits a Solo 401(k) could bring to you now and in the future.

Image for Retirement Distributions: The Exception to the Rule

Mar 26, 2018

Retirement Distributions: The Exception to the Rule

Would you like to retire early? Want to take funds from your retirement accounts early to help make ends meet until your Social Security or pension kicks in? You can – provided you meet the criteria and follow all the rules! We have you covered with all the details!

Image for Game-Changing Financial Resolutions for 2018

Jan 8, 2018

Game-Changing Financial Resolutions for 2018

What is your financial resolution for 2018? Our advice, start with: Reducing your credit card debt; Building an emergency fund; and Increasing your retirement savings.

Image for A Millennial’s Vision of Retirement

Oct 19, 2015

A Millennial’s Vision of Retirement

Are you a Millennial? If not you, are your children? The answer is yes, if born between 1981 and 1997. The experiences of the Millennial generation are and will be vastly different from the Boomer’s, with one exception. Will this generation prepare better for retirement?

AUTHORS