by NelsonCorp Wealth Management | Dec 4, 2024 | Financial Focus
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.
by NelsonCorp Wealth Management | Nov 27, 2024 | Financial Focus
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.
by NelsonCorp Wealth Management | Nov 20, 2024 | Financial Focus
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.
by NelsonCorp Wealth Management | Nov 13, 2024 | Financial Focus
Tune in to Financial Focus with Nate Kreinbrink as he dives into year-end financial planning, including smart tips on maximizing your retirement savings and tax strategies like Roth conversions. With winter approaching fast, don’t let your finances freeze—take charge before the year wraps up!
by NelsonCorp Wealth Management | Oct 30, 2024 | Financial Focus
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!
by NelsonCorp Wealth Management | Oct 23, 2024 | Financial Focus
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.