by NelsonCorp Wealth Management | Jan 26, 2022 | Financial Focus
Listen to this week’s Financial Focus as Nate Kreinbrink and Andy Fergurson of NelsonCorp Tax Solutions discuss this years tax season and specifically the advance child tax credit and the documentation involved with it.
by NelsonCorp Wealth Management | Jan 19, 2022 | Financial Focus
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss some of the thing to watch in this upcoming tax filing season as well as some of the proposed Iowa state income tax changes that have recently come out.
by NelsonCorp Wealth Management | Jan 12, 2022 | Financial Focus
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the implications of household debt in the US as well as an increasing investor preference for exchange traded funds rather than traditional mutual funds.
by NelsonCorp Wealth Management | Jan 5, 2022 | Financial Focus
Listen to this week’s Financial Focus as David Nelson talks about the math of investment losses that listeners should be aware of as well as different account types and tax planning.
by NelsonCorp Wealth Management | Dec 29, 2021 | Financial Focus
Listen to this week’s Financial Focus as Jake Woodcock and Mike VanZuiden discuss the tax implications of mutual fund capital gain distributions as well as the differences between the structure of mutual funds and exchange-traded funds (ETFs).
by NelsonCorp Wealth Management | Dec 22, 2021 | Financial Focus
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the specific investment needs of a retiree’s portfolio as well as the impact of inflation and taxes.