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.
This week on Financial Focus, Nate Kreinbrink and Mike VanZuiden discuss why open enrollment season is such an important time for those on Medicare. From changing Advantage plans to new prescription coverage rules, they explain what to watch for to avoid costly surprises in 2026.
David Nelson joins Gary Determan on this week’s Financial Focus to discuss everything from estate planning for high-net-worth clients to the firm’s latest newsletter, community giving, and market outlook. Tune in as David shares insights on why staying disciplined matters, even when markets look strong.
In this week’s program, Nate and Andy talk about a busy mid-October week filled with tax deadlines and Medicare open enrollment. They also break down the latest tax bracket changes, the shift toward online IRS accounts, and why paper checks are officially a thing of the past.
Check out this week’s Financial Focus where Nate Kreinbrink talks about the upcoming Medicare open enrollment period and what retirees should review before making changes. He also dives into one of the most common retirement questions—how much you really need to save—and why managing debt is just as important as building your nest egg.
Check out this week’s Financial Focus, where David Nelson talks about the market’s reaction to the government shutdown and why history shows resilience through the noise. He also explains why protecting against big losses is key to long-term success.