Resources

Image for An Introduction to Wealth Management - Welcome to Bedel Financial Video Series #1

An Introduction to Wealth Management - Welcome to Bedel Financial Video Series #1

What is comprehensive wealth management? It’s the Bedel way of doing things. At Bedel Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support the plan and help you achieve your goals. Watch the first video in our "Welcome to Bedel Financial" Video Series to learn more!

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Women & Money eBook

Nearly every woman will find herself in total control of her finances or her family’s finances at some point in her life. Do you know what it takes to achieve financial success?

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2016 Spring Newsletter

Financial Fraud Against Seniors It's Shaping Up to Be a Colorful Year! Is Alternative Lending a Viable Investment? Staying Connected with Social Media Down Payment Hysteria

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The Financial Aspects of Divorce

What You Need to Know Before Negotiations Financial issues are tricky to navigate during divorce negotiations. Your emotions may be running high and your energy level low, but it’s critical to make well-informed decisions during this time. What you agree to in the divorce negotiations will have a lasting impact on your financial situation. “The Financial Aspects of Divorce” is a guideline for issues to consider and how to make informed decisions at every step in the divorce process.

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Image for The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2

The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2

What’s the key to helping clients reach the shores of financial freedom? Always putting the client’s’ needs first by following a process designed to put their minds at ease. Watch the second video in our "Welcome to Bedel Financial" Video Series to learn more!

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2016 Summer Newsletter

After the Vote: The Brexit Impact Lots to Keep Us Busy in the Upcoming Months Got EE Savings Bonds? Wedding Costs! Really?

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2016 Fall Newsletter

Planning for the Generations Putting Election Anxiety in Perspective Cyber Security & How to Protect Your Investment Accounts Millennials and Financial Literacy Charitable Gift Funds

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Image for Tax Cuts and Jobs Act Series - #1: Investing with the New Tax Plan

Tax Cuts and Jobs Act Series - #1: Investing with the New Tax Plan

Wondering how future investing and tax strategies might be impacted by changes outlined in the TCJA? Bill Wendling, CFA, lays out what’s changed and what’s stayed the same to help you better understand if you need to adjust your strategy.

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Image for Tax Cuts and Jobs Act Series - #2: Child Tax Credit Changes

Tax Cuts and Jobs Act Series - #2: Child Tax Credit Changes

Easily one of the most hotly debated topics during last year’s tax discussions in Congress, the Child Tax Credit was substantially changed. Evan Bedel, CFP®, explains how…and what that might mean for you next year when you file.

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2017 Winter Newsletter

Dow Jones: 20,000 Exciting Times! Dreaming of a Second Home? Taking Care of a Whole New Generation of Wealth Accumulators Adding Value

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2017 Spring Newsletter

Collaborative Divorce: A Softer, More Congenial Approach
Introducing the Bedel Leadership Team (BLT)
Check Etiquette
5 Easy Ways to Save on College Costs
Directly Held Stock vs. a Brokerage Account

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Image for Tax Cuts and Jobs Act Series - #3: Itemized Deductions

Tax Cuts and Jobs Act Series - #3: Itemized Deductions

To itemize or not to itemize? That is the question. Meredith Carbrey, CFP®, discusses modifications to some of the most popular itemized deductions to help you make an informed decision come tax time.

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Image for Tax Cuts and Jobs Act Series - #4: Estate, Gift & Generation Skipping

Tax Cuts and Jobs Act Series - #4: Estate, Gift & Generation Skipping

Quite a few changes with potentially big impact were made to the Estate Tax laws in the TCJA. Kathy Hower, CFP®, summarizes those changes and how they might affect you in the future.

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Image for 2016 Bedel Financial Forum Welcomes Greg Valliere

2016 Bedel Financial Forum Welcomes Greg Valliere

The 2016 Presidential election has certainly been one of the most memorable in recent history. On September 27th, our Bedel Financial Forum focused on the upcoming election and the thoughts and opinions of a Washington, D.C. insider.

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Image for Tax Cuts and Jobs Act Series - #5: Tax Brackets

Tax Cuts and Jobs Act Series - #5: Tax Brackets

What do the updated tax brackets mean for your taxes…and your paycheck? Kate Arndt breaks down the new brackets, along with cutoffs, to help you better understand where you might fall.

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Image for Tax Cuts and Jobs Act Series - #6: Charitable Giving

Tax Cuts and Jobs Act Series - #6: Charitable Giving

The standard deduction has nearly doubled under the TCJA, and many may decide to no longer itemize their deductions. Sarah Mahaffa, CFP®, outlines options that will allow you to support the organizations you’re passionate about while reducing your tax liability at the same time!

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Image for Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014

Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014

Schwab IMPACT is national, invitation-only professional conference attended by independent advisors to learn about key issues in the financial and investment industry as well as to discuss best-practices to better serve their clients. In 2014, Elaine had the honor of introducing the event at the opening ceremony.

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Image for Tax Cuts and Jobs Act Series - #7: New 529 Plan Changes

Tax Cuts and Jobs Act Series - #7: New 529 Plan Changes

New 529 plan changes: While the changes to 529 plans aren’t nearly as large as those in some other areas, there are a few significant modifications that could impact you. Abby VanDerHeyden, CFP®, highlights the changes you should be aware of and how they might impact your education savings.

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Image for Elaine Bedel honored by the Girl Scouts of Central Indiana for Confidence

Elaine Bedel honored by the Girl Scouts of Central Indiana for Confidence

Elaine Bedel was honored by the Girl Scouts of Central Indiana for her demonstration and embodiment of “Confidence,” one of the four key traits the Girl Scouts organization works to instill in each of its members

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Image for Elaine Bedel Featured on CNBC’s “Power Lunch” in Live Panel Discussion

Elaine Bedel Featured on CNBC’s “Power Lunch” in Live Panel Discussion

We are excited to share that Elaine Bedel was on CNBC’s “Power Lunch” on November 11th, 2013. She participated in a live panel discussion with Tyler Mathisen, co-anchor on "Power Lunch", and Bernie Clark, Executive Vice President of Advisor Services with Charles Schwab. The panel spoke on current investor sentiment as well as their thoughts on the current political and investment environment.

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Education Funding

What You Need to Know to Save For College and Save On College The cost of attending college continues to rise and there is little we can do to alter this trend. If you are planning to assist with education costs for your children, you'll not only have to start saving earlier but you'll have to save smarter as well. “Education Funding” covers the pros and cons of the most popular savings vehicles. It also provides information on funding sources and gives you some financial strategies that can help your education funds go further.

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Fee Transparency Video

Elaine Bedel explains how harmful inflated advisor fees can be on your investment accounts, particularly your retirement plans, such as 401k or 403b.

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Young Investor Video

Evan Bedel, CFP®, provides financial tips directed toward young professionals that will lead to a profitable financial future.

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Image for Your Investments: The Importance of Continued Oversight

Your Investments: The Importance of Continued Oversight

Elaine Bedel explains the strong impact of actively investing in your retirement accounts and how that can directly effect how your retirement will look.

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