Bedel Blog

The One Big Beautiful Bill is more than just a catchy name — it brings significant tax changes that will affect a wide range of taxpayers, from tip workers and overtime earners to high-net-worth individuals and retirees.

Your decision is permanent, so please consult a financial advisor. Every person’s situation and circumstances are different, so understanding your options is important.

Unfortunately, when there are modifications to Social Security, the tax code, or Medicare, scammers will find a way to try to take advantage of any confusion surrounding the updates. Be wary of emails with links asking you to click to receive "retirement benefits you are entitled to" or phone calls from people offering, for a fee, to "collect your retroactive payments."

Fears of Social Security totally going away are unfounded. However, changes are inevitable for a program on an unsustainable course. The big questions are when the changes will come through and how they will impact workers and retirees.

Social Security benefits are an essential piece of many retirees' financial plans. Most people know they are entitled to benefits based on their own record or earning history, but did you know that you are also eligible for benefits on your spouse's earnings?

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

As if Social Security isn’t confusing enough at times, Social Security spouse benefits can present a whole new set of challenges: When do you claim? Should you claim your benefits or your spouse’s benefits? How much of your spouse’s benefits can you claim? We’ve laid out several different scenarios to help guide you through what can seem like a labyrinth at times.

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.