How will AI impact your personal finances?

Artificial Intelligence technology is quickly becoming the biggest disruptor across all industries. ChatGPT brought AI to the mainstream.  Rapid advancements in these chatbots have captured the attention of everyone from higher education to B2B technology companies to government regulators. We are still in the early stages of AI development and application, but how will it impact you? More specifically, how will AI impact your finances? ... Read More

Indiana’s School Scholarship Tax Credit

How would you like to give $10,000 to your favorite school to fund a financial aid scholarship, all while spending less than $2,000 of your own money? This may sound too good to be true, but it's possible thanks to Indiana's School Scholarship Tax Credit program. ... Read More

Transitioning Wealth to the Next Generation

"From shirtsleeves to shirtsleeves in three generations."  Nearly 90% of affluent families lose their wealth by the end of the third generation. This leads to financial ruin, the tragic loss of family relationships, and emotional stress. ... Read More

2021 U.S. Economy – The Bedel Barometer

How do you measure the overall health of the U.S economy? In 2009, Bedel Financial identified seven key areas that help determine the strength of our economy, and each month, a report is produced called the Bedel Barometer.  For the month of November 2021, the Bedel Barometer score is +4.... Read More

CARES Act: Paycheck Protection Program

If you are a small business or self-employed individual under financial stress due to the Coronavirus, the Paycheck Protection Program is intended to help you through this difficult time by providing... Read More