This week’s Financial Focus dives into year-end tax preparation tips, emphasizing the importance of gathering all necessary documents and avoiding filing prematurely. Nate Kreinbrink and Andy Fergurson also discuss the benefits of electronic filing, life changes to inform your preparer about, and the holiday spirit with caroling and charity initiatives.
In this week’s episode of Financial Focus, Nate Kreinbrink discusses retirement planning, emphasizing the importance of understanding expenses, budgeting, and preparing for financial and psychological adjustments.
Check out this week’s episode of Financial Focus, where David Nelson dives into how NelsonCorp helps retirees and pre-retirees tackle Medicare enrollment, tax preparation, and retirement income planning. He also shares insights on the stock market’s strong performance, the impact of a rising dollar, and how the firm is giving back to the community with holiday toy and food drives.
This week’s Financial Focus delves into timely tax topics, highlighting changes like the upcoming implementation of 1099-K forms for Venmo and PayPal users, and the importance of reporting sports gambling income accurately. The discussion emphasizes proactive tax management and preparation, especially as year-end filing deadlines approach.
Nate Kreinbrink and Mike Steigerwald kick off this week’s Financial Focus by diving into Medicare open enrollment. They discuss the elimination of the “donut hole,” the new $2,000 cap on out-of-pocket drug costs, and why it’s essential to review your plans now to ensure you’re set for the year ahead.
Tune in to Financial Focus with Nate Kreinbrink as he dives into year-end financial planning, including smart tips on maximizing your retirement savings and tax strategies like Roth conversions. With winter approaching fast, don’t let your finances freeze—take charge before the year wraps up!