Riding the (Weight Loss) Wave: Balancing FOMO with Prudent Risk Management
Bedel Financial Consulting | Bedel Blog
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2d ago
Eli Lilly's future holds immense potential, but a balanced perspective is crucial. While Mounjaro/Zepbound's success and potential Medicare coverage are exciting developments, the impact of price negotiations, administrative hurdles, and overall effectiveness requires careful consideration ..read more
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Table Those Capital Gains – 1031 Exchanges
Bedel Financial Consulting | Bedel Blog
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1w ago
To qualify for a 1031 exchange, a few characteristics must be met. First, the property that you are selling (known as the relinquished property) and the property that you are purchasing (known as the replacement property) must be what the IRS deems “like-kind ..read more
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1st Quarter Market Update
Bedel Financial Consulting | Bedel Blog
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1w ago
While we may not be able to rely on a 10%-per-quarter pace from equities, there is still much to celebrate in how far we've come from peak inflation in 2022 and the economy's strength in early 2024 ..read more
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How Easy is it to Buy a House in 2024?
Bedel Financial Consulting | Bedel Blog
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3w ago
When factoring in mortgage rates, the story does not look better. Mortgage rates have increased from 2.79% to 6.5%, with rates peaking in October 2023 at 7.7%. While this does not impact the down payment needed for a home, it greatly affects the monthly payment ..read more
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Retiring with Employer Stock in your 401(k)? Consider this…
Bedel Financial Consulting | Bedel Blog
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1M ago
As hiring and retaining talented employees becomes increasingly competitive, it is not uncommon to see employers issue stock to their employees as an incentive. Due to this growing trend, it is also common to see individuals with a high concentration of employer stock within their sponsored retirement accounts ..read more
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Understanding the Kiddie Tax: How it Works and What Parents Need to Know
Bedel Financial Consulting | Bedel Blog
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2M ago
The Kiddie Tax applies to children under 19 years old and full-time students under 24 who don't support themselves financially. The tax is assessed on unearned income received by children who meet previously noted age requirements ..read more
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HSA Contributions for Adult Children on Your Health Plan
Bedel Financial Consulting | Bedel Blog
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2M ago
Many understand the tax advantages of employing a health savings account for themselves or their family, but few know how it can be used for an adult child. Check the rules to see if your adult child can open their own HSA ..read more
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Bitcoin ETFs: Do They Have a Place in Your Portfolio?
Bedel Financial Consulting | Bedel Blog
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2M ago
It's important to note that a handful of Bitcoin ETFs were trading before the SEC's decision. However, those funds utilized Bitcoin futures contracts rather than Bitcoin itself ..read more
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Tax Time: The Most Wonderful Time of the Year
Bedel Financial Consulting | Bedel Blog
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2M ago
Tax season can be a stressful time for many of us. Spending extra time on preparation can make the whole process run more smoothly and avoid the kind of errors that a slapdash approach can engender ..read more
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New Year, New Money Resolutions
Bedel Financial Consulting | Bedel Blog
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3M ago
Nearly half of Americans still feel the wrath of inflation and higher living costs, which is a great reason to go back to the basics with your financial-related New Year resolutions ..read more
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