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.
On this week’s Financial Focus, David Nelson reflects on today’s unpredictable market environment, explains why discipline matters more than ever, and shares how NelsonCorp’s investment process is designed to help protect clients through market cycles.
Tax laws continue to evolve, and 2026 brings several important changes that could impact retirement contributions, charitable giving, and other tax planning strategies. Andy Fergurson joins us this week to break down the biggest updates and explain what individuals and families should be thinking about before year-end.
This week’s Financial Focus discusses how America’s aging population is putting increasing pressure on the Medicare system, leading to changes in plan offerings, pricing, and coverage. Nate and Mike also explain why it’s important to focus on the coverage you truly need—rather than extra perks like dental and vision—and review recent updates to Medicare coverage for certain GLP-1 weight-loss medications.