Bedel Financial

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.

[Bedel Financial @BedelFinancial]

Why do Indiana families trust Bedel Financial? We'll let the experts tell you.

Learn more: https://t.co/jB7WdNM5it

[Bedel Financial @BedelFinancial]

FEDERAL RESERVE: From @FinanceIndy: Here's what you need to know about the new Federal Reserve Chair, Kevin Warsh. https://t.co/PcVBir7CLQ

[Bedel Financial @BedelFinancial]

FEDERAL RESERVE: Here's what you need to know about the new Federal Reserve Chair, Kevin Warsh. https://t.co/PcVBir7CLQ

[Bedel Financial @BedelFinancial]

Three decades of dominance! Happy Anniversary, Bill.

[Bedel Financial @BedelFinancial]

Nick Rosebraugh, CFP® walks us through the importance of setting up your loved ones to inherit your wealth rather than a hefty tax bill.

Read the full article here: https://t.co/kh9hrNU8IF

[Bedel Financial @BedelFinancial]

The Great Wealth Transfer has commenced, and tens of trillions of dollars are set to be transferred between generations over the next two decades. Here's how to handle it the right way. https://t.co/kh9hrNU8IF

[Bedel Financial @BedelFinancial]

What will this actually cost? How much should we be saving? Are we set up the right way? https://t.co/q7bmqMBPpa

[Bedel Financial @BedelFinancial]

Last night, Bedel Financial was named one of the Best Places to Work in Indiana. Our team is thrilled to make this list (again)!

Learn more about Bedel Financial: https://t.co/HuGOpyNu3u

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Join us for #Swing4Heroes, Teed Up by @americanshvac by Duncan Supply Company, @CapitalGroup, and NEXTmsp on September 24, 2026 at @HighlandGCC ⛳️ Sponsorships and volunteer opportunities are available! https://t.co/cyFrfm6WsH
#beatcancer #UnitingINAgainstCancer

[Bedel Financial @BedelFinancial]

From investing in real estate to private equity, @anthonyharcourt walks us through the importance of alternate investments and the role they could play in your portfolio. Read the full article: https://t.co/SXgEJGbEdt

[Bedel Financial @BedelFinancial]

Every parent’s dream is to set their children up for a life of success. The right account, or combination of accounts, depends on your goals for the money. https://t.co/mJHftgdhz6

[Bedel Financial @BedelFinancial]

Serving as a trustee is an honor and a serious responsibility. Here's what you need to know. https://t.co/ICfdwhwFwh

[Bedel Financial @BedelFinancial]

Equity compensation can be a powerful way to build wealth. However, not all plans are the same. https://t.co/AajO7nCm0P

[Indiana Chamber @IndianaChamber]

How is AI transforming wealth management?

Kate Sullivan, a wealth advisor with Bedel Financial, tackles this intriguing topic in a guest column for our BizVoice® magazine: https://t.co/4vpVhQv1er

[Bedel Financial @BedelFinancial]

INVESTING: When investing, reacting quickly is often what does the most damage. “Stay the course or make a move?” – that is the question! https://t.co/92fbBwWPzg

[Bedel Financial @BedelFinancial]

IRAN: If the current situation does not change, you should expect the Strait of Hormuz closure to push oil prices higher. This will lead to higher gasoline prices and, eventually, higher prices across other goods, creating an inflationary effect. https://t.co/vyPtZarGYB

[Bedel Financial @BedelFinancial]

TAX SEASON: April 15th isn't the finish line; it's a checkpoint. Every year, you will encounter activities and events that require ongoing planning and adjustments. https://t.co/zbMmrKmSLJ

[Bedel Financial @BedelFinancial]

NEWLYWEDS: You don’t need perfect finances to have a strong financial marriage. What you do need is openness, a simple system you both agree to follow, and the willingness to treat money as something you manage together. https://t.co/IqliBszY9z

[Bedel Financial @BedelFinancial]

NEW: The Bedel Barometer offers a comprehensive measure of the overall health of the U.S. economy. Find out what the latest version has to say about the stock market, housing, consumer spending, and more.

Read the full report: https://t.co/JOBg6MsRH8

[Bedel Financial @BedelFinancial]

TAX SEASON: Here’s the uncomfortable truth: the IRS doesn’t see April as tax season - it sees it as “reconciliation”. https://t.co/kmoNouBjRf

[Bedel Financial @BedelFinancial]

FAMILY MONEY MATTERS: This tug-of-war is taxing emotionally and financially. Research shows that many seniors are financially supporting their adult children, and vice versa, adult children are helping aging parents meet financial needs. https://t.co/SWDtsNhdWb