Bedel Blog

The standard deduction has nearly doubled under the Tax Cuts and Jobs Act, and as a result, many may no longer itemize their deductions. We’ve outlined three options that will allow you to support the organizations you’re passionate about while also reducing your tax liability at the same time!

If a visitor falls at your home or an accident occurs with your car resulting in serious damages, will your insurance cover all the costs? It depends. Your homeowner and auto policies provide for liability coverage.

While any divorce comes with complexities, gray divorce comes with a unique set of issues to consider. And because gray divorcees are generally closer to retirement, there’s limited time to rebuild any wealth lost during the divorce process. It's important to understand the most impactful areas of gray divorce settlements so you’re not sacrificing your retirement in the process.

This time of year it is common for companies to allow employees to select what benefits programs they want to participate in for the coming year. Unfortunately, people don’t spend near enough time reviewing the options available to them.

This year’s Bedel Financial Forum was another great evening with an engaging and thought-provoking speaker! Jeffrey Kleintop, chief global investment strategist for Charles Schwab, joined us to discuss the state of the international market and what that could mean for investment portfolios. Read on for a recap of his insights.

Investment lessons learned during a trek up Mount Kilimanjaro?? It might sound crazy, but…Follow along as Bill discusses the lessons he learned during his climb up Mount Kilimanjaro and discover how they likely apply to your investment portfolio.

Recessions are a fact of life in the world of investments, but there are ways you can help to protect your portfolio from periods of economic downturn. Because no one can accurately predict just when a recession will hit, it’s important to be prepared. Read on for our tips and strategies on preparing your investments to weather the storm.

Do you have a vision for how you will spend your retirement? If you have a spouse or significant other, does it match theirs?

When contemplating a pregnancy or an adoption, be sure to understand your employment benefits. Parental leave policies and insurance benefits can cover associated costs as well as provide income while you are away from work.

With just over two months left in 2018, now is a good time to start your tax planning, and analyzing your capital-gain situation could result in a lower tax bill come Tax Day 2019. By considering various strategies to offset your capital gains, you could reduce your tax impact and keep as much of those gains in your pocket as possible.

Financial institutions are a dime a dozen these days, so how do you know which one is right for your needs? We explore the different types of banks to help you better understand the pros and cons and make an informed decision.

Many investors aren’t aware of their ability to borrow against their portfolios. But margin loans, at times, can be an effective tool for securing needed funds. It’s critical to ensure you understand the tax implications, as well as what a margin loan might mean for the overall health of your portfolio. Read on as we discuss the pros and cons of margin loans and whether they might be right for you.