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.

More Info
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.

More Info
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.

More Info
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!

More Info
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.

More Info
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.

More Info
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

More Info
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.

More Info
Image for Fee Transparency Video

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.

More Info
Image for Young Investor Video

Young Investor Video

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

More Info