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Bedel Blog
Widow Sells Her House: Tax Consequences?
When Harry met Sally, they bought a wonderful home for $50,000. They loved their home,...
The Fed Tapering: What Does It Mean?
The rate at which the Federal Reserve has been purchasing assets is more than we have ever...
It's Gifting Season!
Whether you gift your time, drop cash in the Salvation Army bucket, or make larger donations to...
How to Invest with the Cool Kids
Those who qualify as “accredited investors” or “qualified purchasers” gain access to investments...
GenNeXt Blog
Is Your Financial Goal only a Wish?
Goal-setting is a never-ending process. As your finances change, so will your goals. Time is of...
The Financial Transition to Stay-at-Home Parent
The most apparent change to the household of a newly minted stay-at-home parent is the loss of...
Tax Diversification
Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax...
Dependent Care FSA Considerations for 2021
The tax savings experienced from dependent care FSAs are nice, but avoiding lost contributions at...
BEDEL BAROMETER
Last updated November 2021
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
