Bedel Blog

Suffice it to say there are ample estate planning techniques to help reduce your gross estate amount before death. Portability can play an important role in your estate planning.

We've heard this piece of advice too many times to count. But it bears repeating. Don't give out personal information. Your trusted financial institutions, government agencies, and credit card companies will not reach out to you to ask for account information or social security numbers.

Bedel Financial has organized a fun and informative scavenger hunt celebrating Women's History Month. This challenging activity will send participants to various buildings and sites across downtown Indianapolis in search of monuments, paintings, statues, and more, highlighting some of Indiana's most influential women.

When it comes to passing down family vacation homes, first-generation owners should talk with family members about the property and find out who is interested in owning it after they're gone. You might be surprised!

There are many different ways to support charitable causes aside from making financial gifts. Gifts of time and expertise are also highly valued by charitable organizations. If you donate monetarily to charity, reevaluate your strategy for simplicity or tax efficiencies.

Bitcoin is a very new investment, first introduced in 2009, so it may need more time to adapt. Gold has been around for thousands of years. Periods of high inflation will typically create volatility in markets.

When you lose a loved one, the ability to function, analyze information, and make decisions can be impaired. However, costly errors can be avoided if the survivor progresses in an organized and deliberate manner and seeks the appropriate advice.

You are probably already aware of the perils of credit card debt. Credit cards are relatively easy to obtain and super easy to use. But they come with a big catch - credit card debt is usually very expensive. It should therefore be avoided whenever possible.

Unfortunately, even as tax prep software evolves, several common mistakes prevail. So how can you avoid these common (and costly) errors?

The SECURE Act 2.0 was signed into law on December 29, 2022. While this bill has many provisions, one that has gained a lot of attention is the 529 Plan to Roth IRA Transfer starting in 2024. Keep in mind that a few conditions must be met for this transfer to occur.

While the switch from a 75-basis point to a 50-basis point hike may not seem like a huge deal, it is an important shift. The problem with interest rate policy is that while rate hikes go into effect immediately, their impact on the economy as a whole takes a lot longer to work through the system.

In late December of 2022, Congress passed, and President Biden signed the $1.7 trillion omnibus spending bill. One part of the bill is the SECURE 2.0 Act, which expands on the original SECURE Act of 2019 by enhancing many features related to investors.