Bedel Blog

Are changes to the SECURE Act on the way? It is important to be at the forefront of what is on the table so proper due diligence can be taken in advance of any enactment of proposed acts.

Caring and helping with financial support for individuals with special needs can be complex. The 529A plan is a good savings vehicle to enhance the financial wellbeing of those with disabilities.

Markets will not always go up, but they have rewarded the long-term investor over time. We know you get tired of hearing it, the best advice we can give is to stay the course and ensure that your portfolio is aligned with your financial goals.

You may have decided to wait until the extended deadline of July 15 to file your 2019 tax return. If so, you may wonder what the "Married, Filing Separately (MFS)" designation is all about. What does it mean, and does it make sense for you?

Tax-loss harvesting can be one of the few benefits of a market selloff. However, you want to make sure you can use that benefit on your taxes, so knowing the wash-sale rule is important.

Deciding when to take Social Security is an important step in your retirement planning strategy, and the right time can be different for everyone.

The oil and gas market is a complex global market impacted by many factors. Unknown variables (both economic and political) are sure to play a role in pricing, and economists continuously debate their relative importance.

Be prepared to pay more upfront when purchasing an electric vehicle. Electric vehicles have historically had a much higher sticker price than gasoline-powered alternatives. But there are some benefits.

Determining life insurance needs with the help of a professional is a good option. Remember that level term life insurance is generally the appropriate type of coverage for most people. If you think you need additional insurance coverage – act fast!

Most vendors continue to require the U.S. dollar as a primary means of payment, and you generally can't use cryptocurrencies to pay for everyday expenses like rent, mortgage, food, and medical bills. As a result, Bitcoin is still best viewed as a speculative investment rather than a reliable way to receive your paychecks.

The “Roth Conversion Ladder” strategy isn’t for everyone, but anyone considering early retirement should know about it. Pay the tax early, let the funds grow, count to five (years), and withdraw your principal both tax and penalty-free.

Purchasing a car shouldn't be stressful, but unfortunately, it often is. But you can take back control of the car buying experience by taking the time to research your financing options and being smart about extended warranties/service plans.