Retirement planning is about more than simply building up a nest egg—it’s about knowing how to turn those savings into reliable income while navigating taxes, Social Security, Medicare, and other important decisions. This week, Nate and Mike discuss why planning ahead can help retirees better understand their income needs and avoid unexpected consequences down the road.
Preparing for retirement is about more than simply building a large nest egg—it requires a plan for turning those savings into sustainable income. In this week’s Financial Focus, Nate Kreinbrink discusses taxes, spending needs, and the often-overlooked psychological transition that comes with leaving the workforce.
Markets can feel disconnected from what’s happening in the economy, but that’s often because investors are focused on what comes next rather than what has already happened. This week, David Nelson explains why NelsonCorp relies on market signals and a disciplined process instead of emotions when deciding whether to stay invested or move to the sidelines.
Understanding the difference between ordinary income and capital gains can have a meaningful impact on how much you keep after taxes. This week, Nate Kreinbrink and Andy Fergurson explain why tax planning isn’t just about what you earn, but also how your income is taxed.
Check out this week’s Financial Focus as Nate and Mike discuss how Medicare coverage works while traveling, what to know about provider networks, and how a little planning can help you avoid unexpected healthcare costs on the road.
On this week’s Financial Focus, Nate and Andy discuss several important tax planning updates, including IRS notices, estimated tax penalties, and new 401(k) contribution rules for higher earners. They also explain why charitable donations may provide a bigger tax benefit in 2026 than they have in recent years.