Bedel Blog

Get financial clarity, insight, and analysis delivered straight to your inbox.
Subscribe to our weekly blog.

Image for Understanding the Kiddie Tax: How it Works and What Parents Need to Know

Feb 19, 2024

Understanding the Kiddie Tax: How it Works and What Parents Need to Know

The Kiddie Tax applies to children under 19 years old and full-time students under 24 who don't support themselves financially. The tax is assessed on unearned income received by children who meet previously noted age requirements.

Image for Bitcoin ETFs: Do They Have a Place in Your Portfolio?

Feb 12, 2024

Bitcoin ETFs: Do They Have a Place in Your Portfolio?

It's important to note that a handful of Bitcoin ETFs were trading before the SEC's decision. However, those funds utilized Bitcoin futures contracts rather than Bitcoin itself.

Image for HSA Contributions for Adult Children on Your Health Plan

Feb 5, 2024

HSA Contributions for Adult Children on Your Health Plan

Many understand the tax advantages of employing a health savings account for themselves or their family, but few know how it can be used for an adult child. Check the rules to see if your adult child can open their own HSA.

Image for Tax Time: The Most Wonderful Time of the Year

Jan 29, 2024

Tax Time: The Most Wonderful Time of the Year

Tax season can be a stressful time for many of us. Spending extra time on preparation can make the whole process run more smoothly and avoid the kind of errors that a slapdash approach can engender.

Image for Is This Goodbye to Rate Hikes?

Jan 21, 2024

Is This Goodbye to Rate Hikes?

Chairman Powell, for the first time, discussed the possibility of lowering interest rates in 2024 to avoid harming the economy. This was a substantial change from the Fed's previous stance, which was effectively "it's too soon to talk about lowering rates.

Image for Tax Refund: Save or Spend?

Jan 15, 2024

Tax Refund: Save or Spend?

What should you do when you get a large refund? If you have any debt, specifically high-interest debt, one of the best uses of your tax refund would be to pay down that debt.

Image for Ask Bedel

Jan 15, 2024

Ask Bedel

Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and investment experts for advice. Each week we’ll be answering your personal finance questions, so be sure to submit your questions to Bedel@BedelFinancial.com.

Image for New Year, New Money Resolutions

Jan 8, 2024

New Year, New Money Resolutions

Nearly half of Americans still feel the wrath of inflation and higher living costs, which is a great reason to go back to the basics with your financial-related New Year resolutions.

Image for Developing & Sharing your Legacy Plan

Dec 18, 2023

Developing & Sharing your Legacy Plan

Gathering and organizing the suggested information for trusted individuals should allow you to sleep better at night. Before it’s too late, talk with those who will have a role in your estate settlement, care, and legacy so they can sleep better at night, too.

Image for Did the Federal Reserve Stick the (Soft) Landing?

Dec 11, 2023

Did the Federal Reserve Stick the (Soft) Landing?

So far, Federal Reserve Chair Jerome Powell should be applauded for his decisions and results. Some may say the Federal Reserve put us in this position in 2021 when they believed inflation was transitory.

Image for Worried about Healthcare Expenses?

Dec 4, 2023

Worried about Healthcare Expenses?

Individuals with personal or group coverage (not Medicare) may have access to healthcare savings accounts that can be used independently or even paired together to maximize tax benefits.

Image for Are You at Risk of Concentrated Returns?

Nov 27, 2023

Are You at Risk of Concentrated Returns?

The Magnificent Seven is a collection of the largest and best-performing stocks in the U.S. These stocks have all skyrocketed in 2023 and contributed a big chunk of the return in the S&P 500 Index.

AUTHORS