by NelsonCorp Wealth Management | Nov 14, 2023 | Financial Focus
In this week’s Financial Focus program, Nate Kreinbrink and James Nelson discuss the upcoming Medicare open enrollment period, as well as the importance of year-end tax planning. They emphasize the importance of understanding how different aspects of personal finance, such as insurance, taxes, investments, and estate planning, are interconnected, and they also mention the upcoming expiration of certain tax laws and the potential benefits of Roth conversions.
by NelsonCorp Wealth Management | Nov 7, 2023 | Financial Focus
In this week’s episode of Financial Focus, David Nelson and host Gary Determan chat about the exciting Iowa women’s basketball season ahead. They also explore the financial opportunities arising from NIL (Name, Image, and Likeness) in college sports. David shares why the end of the year has historically been good for the stock market and discusses the benefits of donor-advised funds for charitable giving.
by NelsonCorp Wealth Management | Oct 31, 2023 | Financial Focus
Check out this week’s newest edition of Financial Focus, where Nate Kreinbrink and Andy Fergurson discuss the importance of vetting charities before making donations, tax planning, and the complexities of Roth conversions. They also touch on the need for coordination between tax and investment decisions and briefly mention the upcoming Medicare open enrollment period.
by NelsonCorp Wealth Management | Oct 23, 2023 | Financial Focus
In this week’s episode of Financial Focus, David Nelson discusses the challenges that come with winning a large sum of money, such as the recent billion-dollar Powerball jackpot, and the importance of financial planning and responsible decision-making. He also emphasizes the need for individuals to be aware of their mutual fund distributions and to consider maximizing contributions to retirement accounts.
by NelsonCorp Wealth Management | Oct 11, 2023 | Financial Focus
Check out this week’s newest edition of Financial Focus, where Nate Kreinbrink talks all things Medicare. He discusses Medicare open enrollment, the differences between Medicare and Medicare Advantage plans, and touches on the significance of income in determining Medicare premiums.
by NelsonCorp Wealth Management | Oct 10, 2023 | Financial Focus
Check out this week’s newest episode of Financial Focus in which Nate Kreinbrink and Andy Fergurson discuss taxes, the employee retention tax credit, and potential changes in tax laws. They also emphasize the importance of early tax preparation and advise caution against questionable tax credit claims.