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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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.