Bedel Blog

Where will you live if you need some type of assistance? Reviewing the options can be overwhelming. Before making a decision, have a clear understanding of the services provided as well as the financial impact.

Apple, Microsoft, Amazon, Google, Meta, Nvidia, and Tesla are collectively investing hundreds of billions into AI infrastructure. JPMorgan's Michael Cembalest doesn't mince words—he calls it "the stock market bet of the century."

Invariably, the end goal is to lower the overall value of your estate to limit your estate tax liability. There are several ways to reduce your taxable estate. You can donate to charities, give a gift to family members, or use specific trusts.

The Fed does not give a specific rate that is the ideal baseline. Instead, it is all relative. It decides to adjust this rate up or down depending on what is happening in the economy, with priority often given to keeping inflation in check.

The annuity marketplace has evolved, and many modern annuities now offer reduced fees and greater transparency. Before purchasing, make sure you fully understand the costs involved.

Your decision is permanent, so please consult a financial advisor. Every person’s situation and circumstances are different, so understanding your options is important.

For some, this is an easy answer. Maybe it’s a spouse, kids, or parents. For others, it may be extended family members, close friends, or charitable organizations. You’re not limited to just one beneficiary. You can choose multiple people and non-profit organizations to receive portions of your estate.

With additional income comes additional taxation. While some people accept this at face value, in reality, some simple considerations can lead to additional tax deductions associated with renting your second home.

Rather than chasing hot trends or speculative investments, Buffett sticks with companies whose products, economics, and competitive landscapes are clear to him.

Each company’s plan will differ from others. It’s important to talk with a financial advisor to help advise what the best option is, how much to contribute, and what investments you should use.

As with most economic issues, there are many moving parts that will determine the ultimate outcome—what will final tariffs look like? What happens with interest rates? Does the economy go into a recession (as more and more forecasts imply)?

Are your files bulging with important tax documents, monthly statements, and paid bills? Before you become overwhelmed by the urge to pull and dump, review the guidelines regarding how long to maintain your important records.