The new tax bill passed on July 4th brings major changes for 2025, including permanent tax brackets and new deductions for Social Security recipients. On this week’s Financial Focus, Nate and Andy break down what it means for your planning.
This week, Nate Kreinbrink takes a closer look at Social Security, including how it’s taxed, how your benefit is calculated, and why it matters for your retirement plan. Tune in for a helpful breakdown and some planning tips to keep in mind.
On this week’s Financial Focus, David Nelson shares stories from up north and insights from the markets. From managing risk to making disciplined decisions, he explains how staying calm and focused helps clients sleep better at night.
This week’s Financial Focus highlights the complexities of Medicare, emphasizing how confusing it can be for individuals transitioning from private or employer coverage. Nate Kreinbrink and Mike VanZuiden broke down the basics of enrollment, coverage choices like Original Medicare vs. Advantage Plans, and the importance of reviewing drug plans annually to avoid costly mistakes.
Wondering how the proposed tax bill might affect your Social Security or summer job earnings? Nate and Andy break it all down on this week’s Financial Focus—from what’s real, what’s not, and why it still “depends.”
David Nelson joins Financial Focus this week to talk about risk, volatility, and the importance of protecting capital—especially for clients nearing or in retirement. He also shares some fun stories ahead of NelsonCorp’s big client night at the ballpark.