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.
This week on Financial Focus, Nate and Mike warn about misleading Medicare ads and stress the importance of getting personalized help ahead of open enrollment. With plan options varying by county and health needs, one-size-fits-all doesn’t always work.
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.