Bedel Blog

Whether you gift your time, drop cash in the Salvation Army bucket, or make larger donations to charity via appreciated securities, every ounce of your giving helps fund a greater cause.

Those who qualify as “accredited investors” or “qualified purchasers” gain access to investments not available to the general public and allow investors to access private investment funds.

Retirement is a numbers game. Know your numbers and turn in your retirement notice with confidence. If you don’t feel comfortable running the numbers yourself, hire a financial planner to do the work for you.

Following these four steps will take some time, but probably not as much time as you think. And, when you follow these steps, the likelihood of qualifying for financial aid increases incalculably.

Dealing with Medicare-related items can be difficult. If the burden of handling the process alone feels daunting, do not hesitate to reach out and work with your financial and tax advisors.

With the real estate bubble that has been the driving force behind China’s explosive growth deflating, future growth must come from elsewhere.

The Qualified Personal Residence Trust provides an opportunity to remove your residence or vacation home from your estate. It may be the perfect strategy for you and worthy of a conversation with your attorney or financial planner.

Invariably, the end goal is to lower the overall value of your estate to limit your estate tax liability. There are several ways in which to reduce your taxable estate.

Used vehicle price increases are frustrating to consumers who need a vehicle now. However, remember the negotiating power you hold for those who already have a used vehicle to trade-in/sell.

Stocks inevitably encounter rough patches and periods of increased volatility. While investors have benefited from seven straight months of increases in the equity markets, it is important to remember the cyclical nature of markets.

If you typically get a large refund or end up owing a significant amount at tax-filing time, or your tax filing status or earned income changes, you may want to adjust form W-4.

Anyone with a pet knows that veterinary care can be costly, especially when faced with a more serious illness. Enter pet insurance – providing pet owners with the means to provide care for their furry friends in the event of illness. We’ve outlined the basics of pet insurance, along with things to consider when deciding if it’s a good purchase for you and your pet.