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Bedel Financial
  • Practice What You Preach

    Retirement Communities: What’s the Appeal?

    Posted by Sarah Mahaffa, CFP® Date: May 21, 2018

    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. {read more}
  • Practice What You Preach

    How Company Cash Decisions Impact the Market

    Posted by Ryan Collier, Director of Investment Management Date: May 21, 2018

    A company’s annual performance can affect the stock market – but you might not have considered that how companies spend cash to benefit their shareholders can do just the same. We explore the ways companies routinely spend their cash to benefit shareholders, and what effect each of those ways has on the stock market. {read more}
  • Practice What You Preach

    Bedel Financial’s Guide for First-Time Homebuyers

    Posted by Kate Arndt, Financial Planner Date: May 21, 2018

    It’s that time of year! If you’re in the market for your first home, it’s critical to ensure you have a good game plan for the purchase. Not sure what to include in your game plan? We have you covered with the ins and outs of buying your first home. {read more}
  • Practice What You Preach

    Your Roth Account and the 2018 Rule Changes: Your Questions Answered

    Posted by Ryan Collier, Director of Investment Management Date: May 21, 2018

    As part of the tax law changes enacted earlier this year, the rules regarding Roth accounts have also been updated. Be sure you understand the new Roth rules and how they could impact you and your wallet. {read more}
  • Practice What You Preach

    Tariffs and Trade Wars

    Posted by Mathew Ryan, CFP® Date: May 21, 2018

    With so much talk about the imposed tariffs on China, potential trade wars, and possible retaliatory tariffs on the U.S., it’s hard to know what to believe. Are we really headed for a trade war? Read on to better understand the pros and cons of the tariffs game. {read more}
 
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