Taxes aren’t just something to think about in March and April. This week’s Financial Focus highlights why proactive tax planning throughout the year can help investors make smarter decisions, avoid costly mistakes, and keep more of what they’ve earned.
Check out this week’s Financial Focus as Nate Kreinbrink discusses one of the biggest retirement questions people face: “Am I really ready to retire?” He explains why retirement planning is about much more than just reaching a certain account balance, covering the importance of cash flow, taxes, healthcare costs, debt, and creating a coordinated plan for the years ahead.
Check out this week’s Financial Focus as David Nelson breaks down the surprising strength in today’s stock market and why AI is attracting so much investor attention. He also shares why now may be a good time to stay disciplined rather than getting overly aggressive after a strong market run
Turning 65 doesn’t automatically mean it’s time to enroll in Medicare. This week’s Financial Focus breaks down when you need to sign up, when you may be able to delay enrollment, and why getting the right guidance can help you avoid costly mistakes.
Marketplace insurance and premium tax credits are back in the spotlight, and one small income mistake could lead to a surprisingly large tax bill. In this week’s Financial Focus, Nate Kreinbrink and Andy Fergurson break down IRS letters, online accounts, and why tax planning matters more than ever for retirees and marketplace insurance users.
Check out this week’s Financial Focus as Nate Kreinbrink and Mike Steigerwald break down one of the biggest retirement questions people face, when to take Social Security and how to turn savings into lasting retirement income. They also explain why retirement planning is about much more than just how much you’ve saved, it’s about building a strategy that fits your life and goals.