Est. in 1989, Bedel Financial is a fee-only comprehensive wealth management firm for all generations. Our passion is to help people achieve financial goals.
Indianapolis, Indiana
Joined October 2014
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Why do Indiana families trust Bedel Financial? We'll let the experts tell you.
Learn more: BedelFinancial.com
From @FinanceIndy: Conversations about saving, investing, charitable giving, and financial responsibility should begin long before your children inherit anything. bedelfinancial.com/wealth-wi…
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Before you buy your first home, you need to understand the big picture. bedelfinancial.com/is-now-th…
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A common sentiment among investors is to contribute to a Roth account whenever possible. However, when it comes to 401(k) contributions, the “Roth or not” decision isn’t as clear. bedelfinancial.com/to-roth-o…
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Please join us in congratulating @FinanceIndy on his appointment to the @parktudor Board of Trustees. We know Evan's commitment and service will serve Park Tudor well. bedelfinancial.com/evan-d-be…
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If the loan interest rate is higher, paying down the balance may be the better use of your excess cash. bedelfinancial.com/excess-ca…
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RETIREMENT: Are you emotionally prepared for retirement? Some retirees discover that leaving a career is much easier than figuring out what comes next. bedelfinancial.com/retiremen…
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What does a great financial advisor relationship look like? Ask our clients.
Read more Bedel client reviews: bedelfinancial.com/client-re…
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CYBER FRAUD: Institutions and organizations do their best to protect your information, but cyber fraud is on the uptick. It’s important that you do all you can to avoid being a victim.
bedelfinancial.com/stop-cybe…
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TAXES: Withholding is easy, but estimated tax payments may save you a penalty! bedelfinancial.com/how-do-yo…
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TAXES: The goal is not to eliminate risk or excitement, but to take the types of risks that align with long-term success. bedelfinancial.com/the-gambl…
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RETIREMENT: If you don’t want to go back to work, you need to be confident in knowing your expenses, income sources, and health insurance coverage. bedelfinancial.com/are-you-r…
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It’s time to review your 529 account. Reviewing the account regularly ensures your strategy keeps pace with that rapidly approaching college start date. bedelfinancial.com/time-to-r…
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Disability insurance remains one of the most misunderstood and underutilized forms of insurance available today. bedelfinancial.com/the-risk-…
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INVESTING NEWS: 351 exchanges offer investors the opportunity to reduce concentration without incurring taxes. However, the hurdles noted above mean that they are appropriate for only a small subset of investors. bedelfinancial.com/a-good-pr…
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DOW 50,000: Market milestones come and go, but the principles of successful investing remain the same. Here's what you need to know about the Dow Jones reaching 50,000. bedelfinancial.com/dow-jones…
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While watching a high-profile stock skyrocket and then drop can be unnerving, historical data shows that this volatile behavior is entirely normal. bedelfinancial.com/navigatin…
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Here's what parents need to know about paying college tuition. bedelfinancial.com/paying-co…
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HSA NEWS: Can you invest the funds in your HSA? Yes, but so far only a small fraction of HSA accounts are using investments. bedelfinancial.com/investing…
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Congratulations to Samuel Torres Ruiz, Class of 2027 at the University of Indianapolis, on being named the 2026 recipient of the @fpassociation of Greater Indiana's University/College Scholarship, sponsored by Bedel Financial Consulting!
Samuel, we wish you much success.
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HOME BUYING: The combination of higher down payments and higher monthly payments has made it much more difficult to purchase a home.
bedelfinancial.com/home-buyi…
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