Bedel Blog

When Harry met Sally, they bought a wonderful home for $50,000. They loved their home, neighborhood, and the fond memories created there. However, when Harry passed away, Sally decided it was time to move. Now, Sally is left wondering what the tax consequences might be.

The rate at which the Federal Reserve has been purchasing assets is more than we have ever experienced. What signals does that send to investors, and how does the stock market react when the Fed buys or sells assets?

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.