Goodbye 2021 – Oops, What Did I Forget?
All those year-end tax-planning issues! You only have a few more days to wrap up your tax savings. What do you need to know before saying goodbye to 2021? ... Read More
Mathew Ryan
Financial Planning Specialist, Bedel Financial Consulting Inc.
How to Calculate Medicare Premiums
As you hit the retirement milestone, one of the items you'll likely need to address is enrolling in Medicare. Medicare has many complexities and the calculation of premiums that you will pay is one o... Read More
Mega Backdoor Roth: Too Good to be True?
Have you been told you aren't eligible to make Roth IRA contributions? Your income may be above the thresholds to contribute directly to a Roth account. However, that may not be the end of the story.... Read More
2021 Tax Outlook: Proposals & Planning
“Uncertainty is the only certainty there is.” It is doubtful that John Allen Paulos was pondering taxation and financial planning when he made this claim, but the sentiment applies. We are in the midst of a presidential transition, often accompanied by change across many spectrums. Political campaigns are riddled with promises and assurances, yet what […]... Read More
2021 Tax Outlook: Proposals & Planning
"Uncertainty is the only certainty there is." It is doubtful that John Allen Paulos was pondering taxation and financial planning when he made this claim, but the sentiment applies. We are in the mids... Read More
Retirement Plan Options for the Small Business Owner
Running a small business isn't easy! In fact, it's extremely difficult. As an owner, every decision, big or small, seemingly runs through you. Whether it be which payroll company to use or who to hire... Read More
Concerned about Future Taxes?
Will your income tax go up or down in the future? If you believe it will increase, chances are you think there is nothing you can do about it. Wrong! Consider these strategies to pay tax at a lower rate today in order to reduce the possibility of a greater tax impact in the future. […]... Read More
Perfect Recipe for Chaos: Coronavirus Crisis
We are living through unprecedented times. It’s unclear when we will be able to return to some semblance of normalcy, which has led to fear and outright panic. So, how do you financially plan through... Read More
Group Healthcare Plans – Simplifying the Alphabet Soup Conundrum!
It’s that time of year again! No, not the holidays. I’m talking about “open enrollment” for your group health insurance. If they haven’t already, your company’s benefits department will be reaching o... Read More
Legal Medical Documents: Don’t Leave for College Without Them!
By now, most students have already headed for college. They’re busy with orientation, new curriculums, and figuring out how to navigate life away from home. If you’re the parent of a college studen...... Read More