Videos

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 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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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 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 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 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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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 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 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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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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