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Image for Your LLC needs to file a form online – right now!

Nov 11, 2024

Your LLC needs to file a form online – right now!

BOI reporting is an additional compliance step for small businesses to help prove their financial legitimacy to the U.S. government. Justifiably, many small business owners will see this additional compliance mandate as unnecessary, but the consequences are too steep to overlook.

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Nov 4, 2024

Open Enrollment Excitement!

The benefits discussed in this article are important but not an all-encompassing list of the employee benefit options that could be available. Take time to understand available options and determine how they can benefit your situation each year.

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Oct 28, 2024

Will Social Security be Around When I Retire?

Fears of Social Security totally going away are unfounded. However, changes are inevitable for a program on an unsustainable course. The big questions are when the changes will come through and how they will impact workers and retirees.

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Oct 21, 2024

What To Do With a 529 Plan for a Disabled Child

With TCJA expiring on 12/31/2025, tax-free rollovers are also set to expire. There is, however, a bill called the ENABLE Act that would make tax-free rollovers permanent. The ENABLE Act becoming law seems promising, as it passed the United States Senate in September 2024.

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Oct 14, 2024

Can AI Help With Your Finances?

It is important that you understand and are comfortable with the AI tool’s universe of information and how the AI tool will use your information before you engage.

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Oct 7, 2024

What is a Target-Date Fund?

Whether or not you invest in a target date fund will most likely depend on how much control you want over your overall allocation.

Image for Why Optimism Matters in Today’s Uncertain Market

Oct 7, 2024

Why Optimism Matters in Today’s Uncertain Market

While today's environment may seem daunting, the principles of optimism and long-term investing remain as relevant as ever. History teaches us that maintaining an optimistic outlook is crucial for long-term investment success, especially in turbulent times.

Image for The Gift that Keeps on Giving:  Using an IRA to Fund a Charitable Gift Annuity

Oct 7, 2024

The Gift that Keeps on Giving: Using an IRA to Fund a Charitable Gift Annuity

With the passing of the SECURE 2.0 Act, donors over the age of 70.5 can now make a once-in-a-lifetime distribution from an IRA to a Charitable Gift Annuity through a qualified charitable distribution (QCD).

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Oct 4, 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.

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Sep 30, 2024

Financial Advice for New Parents

If you are already married and both working, you may have compared health insurance plans from both employers to see if joining the same plan makes sense. With a baby now in the picture, it is a good time to review and make sure you are on the best family insurance plan available.

Image for It’s Not too Late to Reduce Your 2024 Tax Bill

Sep 23, 2024

It’s Not too Late to Reduce Your 2024 Tax Bill

Having a sizable amount of taxable income sounds and feels great until tax time. Make a point to talk with your tax preparer or financial advisor to do an estimated tax projection mid-year and develop a plan for minimizing taxes that makes sense for you.

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Sep 16, 2024

Russo-Ukrainian War: Impact on the World Economy

The direct damage caused by war and conflict is clear and obvious in the nations involved. The indirect economic damage can also be immense in those countries as they often are restricted or limited in international global trade.

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