What do the updated tax brackets mean for your taxes…and your paycheck? Kate Arndt breaks down the new brackets, along with cutoffs, to help you better understand where you might fall.
To itemize or not to itemize? That is the question. Meredith Carbrey, CFP®, discusses modifications to some of the most popular itemized deductions to help you make an informed decision come tax time.
Wondering how future investing and tax strategies might be impacted by changes outlined in the TCJA? Bill Wendling, CFA, lays out what’s changed and what’s stayed the same to help you better understand if you need to adjust your strategy.
New 529 plan changes: While the changes to 529 plans aren’t nearly as large as those in some other areas, there are a few significant modifications that could impact you. Abby VanDerHeyden, CFP®, highlights the changes you should be aware of and how they might impact your education savings.
The standard deduction has nearly doubled under the TCJA, and many may decide to no longer itemize their deductions. Sarah Mahaffa, CFP®, outlines options that will allow you to support the organizations you’re passionate about while reducing your tax liability at the same time!
What is comprehensive wealth management? It’s the Bedel way of doing things. At Bedel Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support the plan and help you achieve your goals. Watch the first video in our "Welcome to Bedel Financial" Video Series to learn more!
Quite a few changes with potentially big impact were made to the Estate Tax laws in the TCJA. Kathy Hower, CFP®, summarizes those changes and how they might affect you in the future.
Easily one of the most hotly debated topics during last year’s tax discussions in Congress, the Child Tax Credit was substantially changed. Evan Bedel, CFP®, explains how…and what that might mean for you next year when you file.
What’s the key to helping clients reach the shores of financial freedom? Always putting the client’s’ needs first by following a process designed to put their minds at ease. Watch the second video in our "Welcome to Bedel Financial" Video Series to learn more!
Elaine Bedel explains the strong impact of actively investing in your retirement accounts and how that can directly effect how your retirement will look.
Many individuals have sizeable positions in their employers’ stock. While our crystal ball is not always clear about how a certain stock may perform, we go into great detail with our clients about the potential impacts that owning a large position can have with their long-term financial security. For example, by discussing our concern with a client, they may decide not only to reduce their holding but eliminate the holding completely, especially if they no longer have a current correlation with the company. By removing the large dependency upon a single company, the client would not longer need to be concerned with the chance that the company could announce devastating news, plummeting the stock price and jeopardizing their situation. Obviously, timing is imperative but it does go to prove that a big difference can be made by having a simple conversation about risks and financial security.