Year-end planning is crunch time, and this week’s Financial Focus walks through the key moves to consider before the calendar flips. From Roth conversions and retirement contributions to tax withholding and beneficiary checkups, Nate Kreinbrink explains what to review now to avoid surprises later.
This week’s Financial Focus looks back on a strong year for both the markets and NelsonCorp, from record turnout at their toy and food drives to continued growth in Clinton and Davenport. David also talks through what’s been driving 2025 market returns, the role of AI and mergers, and why thoughtful diversification still matters heading into 2026.
This week’s Financial Focus dives into the fast-approaching end of Medicare open enrollment and the important changes coming for drug plans in 2026. We explain why reviewing your coverage now can help you avoid surprises when premiums and formularies shift next year.
A wave of tax changes is rolling in for 2025, and many of them are being misunderstood. Nate and Andy walk through the biggest updates, so listeners know what to expect before filing.
This week on Financial Focus, we dig into the new tax rules and why so many of the headlines around them deserve a closer look. If you’re sorting through what’s true, what’s “kind of” true, and what actually applies to you, this episode is worth checking out.
As we move into November, Nate Kreinbrink highlights key year-end planning opportunities, from reviewing Medicare coverage during open enrollment to making smart tax decisions before December 31. Tune in as he explains how a little proactive planning now can make a big difference come tax time.