Financial Planning

Financial Planning Strategies for You! 2020 has brought much change in the world and perhaps some change in your individual life as well. Our Bedell Frazier financial planning team is here to assist as you…

With the leaves changing and the cold weather moving in, Thanksgiving or the time to “give back,” whether to charity, family or education, heralds the start of the Holiday Season or the Season of Giving.…

Taking Inventory of your Financial Situation With Fall upon us, it is a smart time to take inventory of your financial situation. The following strategies can make a difference financially and provide peace of mind.…

Good Money Habits for Kids We all can agree that a strong financial education can help maximize our future opportunities. Yet, for most of us, that education generally comes in the form of personal experience…

10 Tips for Cyber Safety: In a world where technology is becoming more and more a part of our daily lives, the threat of securing our digital engagements and information becomes more crucial. Cyber threats…

While it’s so important to start saving early for the future, there are many other more immediate events that should be factored into your daily saving strategies to help you enjoy your hard-earned income today…

Last month, we shared our top tips when it comes to saving for education and planning for Financial Aid. Be sure to check out that post HERE. This month, we’re going one step further and…

When to start saving for college. Planning for retirement and planning for college have many things in common: It pays to plan ahead The costs can vary widely There can be surprises along the way…