Bedel Blog

When it comes to tax law and estate planning regulations, Congress is, if nothing else, unpredictable. While the Build Back Better bill appears to be dead in its current state, another bill will soon follow, offering up its own set of planning challenges.

The current score for the Bedel Barometer is +3. While we all know “past performance is not a guarantee of future results,” our economic metrics continue to improve with the slow reopening of the economy.

This inflation rate far surpasses the Federal Reserve's target of achieving an average inflation rate of 2% per year. Yet, despite this data, Fed Chair Jerome Powell has dismissed inflation concerns throughout much of the year because he believed higher prices were 'transitory.'

Maybe you want to renovate your home to avoid having to buy a new house in today's cutthroat market. Perhaps you wish to pay off higher interest credit card or student loan debt. Tapping home equity can be a viable and beneficial financial strategy for many reasons but also comes with its fair share of risks.

We may be in the middle of the largest supply chain disruption since World War II. But what is the "supply chain," and how did we get into this mess?

When Harry met Sally, they bought a wonderful home for $50,000. They loved their home, neighborhood, and the fond memories created there. However, when Harry passed away, Sally decided it was time to move. Now, Sally is left wondering what the tax consequences might be.

The rate at which the Federal Reserve has been purchasing assets is more than we have ever experienced. What signals does that send to investors, and how does the stock market react when the Fed buys or sells assets?

Whether you gift your time, drop cash in the Salvation Army bucket, or make larger donations to charity via appreciated securities, every ounce of your giving helps fund a greater cause.

Those who qualify as “accredited investors” or “qualified purchasers” gain access to investments not available to the general public and allow investors to access private investment funds.

Retirement is a numbers game. Know your numbers and turn in your retirement notice with confidence. If you don’t feel comfortable running the numbers yourself, hire a financial planner to do the work for you.

Following these four steps will take some time, but probably not as much time as you think. And, when you follow these steps, the likelihood of qualifying for financial aid increases incalculably.

Dealing with Medicare-related items can be difficult. If the burden of handling the process alone feels daunting, do not hesitate to reach out and work with your financial and tax advisors.