Tax season may be months away, but now’s the time to check your withholdings and make sure you’re not giving the IRS an interest-free loan. In this week’s Financial Focus, Nate Kreinbrink walks through smart summer tax planning tips that could help you keep more of what you earn.
Summer’s here, and with it comes a fresh reminder to review your Medicare coverage—especially with midyear changes, network shifts, and potential premium adjustments starting to roll in. This week’s Financial Focus digs into what to watch for, how to make the most of plan perks, and why staying informed now can save you money (and headaches) later.
Tax season may be over, but the planning season is just getting started. Tune in as Nate and Andy break down why the months ahead could bring big opportunities—and big changes—for your tax strategy.
This week’s Financial Focus encourages young people—especially recent grads and students with summer jobs—to start saving early. Nate Kreinbrink highlights Roth IRAs as a strong option for young savers and reminds listeners that forming good financial habits now can make a big difference down the road.
In this episode of Financial Focus, David Nelson discusses Warren Buffett’s legacy, the impact of computerized trading on recent market swings, and how tax strategies can help investors reduce liabilities by shifting income from ordinary to capital gains. He also highlights growing investment opportunities abroad as the U.S. dollar weakens and international markets outperform domestic ones.
This week on Financial Focus, Nate and Mike explain how retirees can make the most of charitable giving through smart tax strategies—like donating directly from IRAs after age 70½ or using donor-advised funds before then. If you’re already giving, these tactics can help you give more without paying more.