In this week’s Financial Focus, Nate Kreinbrink and Andy Fergurson discuss year-end tax planning strategies, including new charitable giving deductions and ways to make retirement contributions more tax-efficient. They also explain how understanding the difference between ordinary income and capital gains can help investors reduce their tax burden and keep more of what they earn.
Nate Kreinbrink and Mike Steigerwald explain why mid-October is the time to review your year-end plan, from raising 401(k) contributions to sorting out IRA deadlines and plan changes that take effect January 1st. They also cover why the Medicare mail is worth opening and how income decisions this year can affect deductions, credits and Medicare premiums.
With the October 15 tax filing deadline approaching, Nate Kreinbrink and Andy Fergurson discuss the importance of year-end tax planning and managing income to qualify for valuable tax benefits. They also highlight changes coming in 2026, including the new Saver’s Match and expanded deductions for charitable contributions.
This week on Financial Focus, Nate Kreinbrink and Andy Fergurson discuss key tax-planning issues to keep in mind as 2026 winds down. They cover the October 15 filing deadline, changes to premium tax credits, tax treatment of overtime and tips, and the enhanced senior deduction.
Medicare open enrollment runs October 15 through December 7, and this week Nate and Mike explain why your drug plan is worth a fresh look, even if it has worked well for years. They also cover a change to how employer coverage is judged “creditable” (good enough to delay Part D without a lifetime penalty) that may affect anyone over 65 still covered through work.
Check out this week’s Financial Focus as Nate Kreinbrink and Andy Fergurson discuss important tax changes for 2026 and what they could mean for your year-end planning. Learn how retirement contributions, withholding, and other planning strategies can help you prepare for tax season.