Successful investing isn’t about chasing the next big thing, it’s about building a balanced plan that works over time. On this week’s Financial Focus, David Nelson explains why diversification and discipline remain the keys to lasting financial security.
Fall is in the air and football’s kicking off, but it’s also time to start thinking about Medicare open enrollment. Nate and Mike break down what you need to know and why a quick review of your coverage could put money back in your pocket.
This week on Financial Focus, Nate and Andy break down the new tax law and why it’s not as straightforward as the headlines suggest. From Social Security deductions to overtime and tip rules, they explain what’s really changing and how smart planning can make a big difference.
It’s never too early to start saving for retirement—and understanding your options now can pay off big later. This week’s Financial Focus covers the importance of getting started, choosing between Roth and traditional accounts, and making the most of your employer’s match.
Check out this week’s Financial Focus for a wide-ranging conversation with David Nelson on face-to-face planning, interest rates, and staying level-headed in today’s market. From estate documents to tariff talk, it’s a practical reminder that smart investing starts with preparation—not panic.