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Tax Reform and You
1,097 pages! That’s how many pages are in the Tax Cuts and Jobs Act, signed into law by President Trump on December 22nd. If you haven’t had time to read each page, we’ve broken down the main areas that might have the largest impact on you and your family. It might just be time to update your tax planning strategy for 2018!
Bitcoin – Hype or Hot Investment?
Bitcoin is a daily fixture on the news recently, thanks to its nearly 1,600 percent return this year. But do you really understand what it is? It’s not called a cryptocurrency for nothing. We’ll make it a bit less cryptic for you!
2018 Tax Changes: How Can You Prepare Now?
Unless you have a crystal ball, it’s hard to predict what tax changes might be coming our way in 2018. But there are several strategies you can implement before December 31st that could better position you to take advantage of the 2018 changes.
Charitable Gifting Strategies: Don’t Cheat Yourself or Your Charity
When donating to charity, it’s important to develop a strategy that meshes with your financial goals and tax situation.
Is Your Money Safe? Can the FDIC & SIPC Protect You?
If your bank or brokerage firm failed, do you know what would happen to your money and investments? Thankfully, FDIC and SIPC insurance is there to protect you and your savings, but only up to a specified amount. Find out just how much you’re covered!
Sign Up for “my Social Security” – It’s a No-Brainer!
Gone are the days of standing in never-ending lines at the Social Security office! With an account on the my Social Security site, a plethora of information is at your fingertips. We’ve highlighted the perks here.
Keep Fraudsters at Bay by Freezing Your Credit
Keeping your credit secure is more difficult than ever. Perhaps the safest course of action is to freeze your credit. Here’s what you need to know.
Flexible Spending Account = Money Saved
How would you like to save on your next pair of glasses or your child’s preschool tuition? You don’t need a coupon and you won’t have to negotiate a deal – all you need is a Flexible Spending Account.
Highlights of Our Annual Financial Forum
The featured speaker at Bedel Financial’s annual Financial Forum was Liz Ann Sonders, senior vice president and chief investment strategist at Charles Schwab. Liz Ann touched on a number of issues regarding the economy and the market. Here are the highlights!
Employer Benefit Enrollment: Trick-or-Treat?
It’s that time of year when goblins ring your doorbell and employer benefit enrollment information pings your mailbox. Do you know if your benefits are a trick or a treat? Sometimes, you need to pull off the mask and find out!
I Lost My Engagement Ring! Am I covered?
You lose something of value and your first question is “is it covered?” Insurance polices provide a limited amount for such losses, but generally not enough to cover expensive items. To be fully reimbursed, what do you do?
You Inherited an IRA... Now What?
Inheriting an IRA can be a blessing. Dealing with the IRS distribution rules can be a headache. Understand your options!
