Financial Focus – December 4th, 2024

Financial Focus – December 4th, 2024

Check out this week’s episode of Financial Focus, where David Nelson dives into how NelsonCorp helps retirees and pre-retirees tackle Medicare enrollment, tax preparation, and retirement income planning. He also shares insights on the stock market’s strong performance, the impact of a rising dollar, and how the firm is giving back to the community with holiday toy and food drives.

Financial Focus – December 4th, 2024

Financial Focus – November 27th, 2024

This week’s Financial Focus delves into timely tax topics, highlighting changes like the upcoming implementation of 1099-K forms for Venmo and PayPal users, and the importance of reporting sports gambling income accurately. The discussion emphasizes proactive tax management and preparation, especially as year-end filing deadlines approach.

Financial Focus – December 4th, 2024

Financial Focus – November 20th, 2024

Nate Kreinbrink and Mike Steigerwald kick off this week’s Financial Focus by diving into Medicare open enrollment. They discuss the elimination of the “donut hole,” the new $2,000 cap on out-of-pocket drug costs, and why it’s essential to review your plans now to ensure you’re set for the year ahead.

Financial Focus – December 4th, 2024

Financial Focus – October 30th, 2024

Tune into this week’s Financial Focus, where Nate Kreinbrink dives into year-end financial strategies—think tax planning, Roth conversions, and maxing contributions—to keep your investments on track for 2024. Don’t miss his insights on making the most of your savings before the holiday rush takes over!

Financial Focus – December 4th, 2024

Financial Focus – October 23rd, 2024

In this episode of Financial Focus, Nate Kreinbrink and Mike VanZuiden discuss Medicare’s open enrollment period, emphasizing how plan changes, like Part D prescription drug caps, could impact beneficiaries. They encourage listeners to review their Medicare and drug coverage options to ensure the best fit for their needs, noting that changes made during open enrollment will take effect on January 1, 2025.