by NelsonCorp | May 14, 2025 | Financial Focus
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.
by NelsonCorp | May 7, 2025 | Financial Focus
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.
by NelsonCorp | Apr 30, 2025 | Financial Focus
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.
by NelsonCorp Wealth Management | Apr 23, 2025 | Financial Focus
Check out this week’s Financial Focus as Nate Kreinbrink and Mike VanZuiden break down what you need to know about Medicare enrollment, when to sign up, and how to avoid costly mistakes. They share tips on planning ahead, asking the right questions, and making smart choices for both today and the future.
by NelsonCorp Wealth Management | Apr 16, 2025 | Financial Focus
This week on Financial Focus, Mike Steigerwald and Andy Fergurson dive into the end of tax season, highlighting how unexpected investment income can trigger penalties—and how to avoid them with better planning. They also clear up confusion around tax brackets, explaining why moving into a higher bracket doesn’t mean all your income gets taxed at that higher rate.
by NelsonCorp Wealth Management | Apr 9, 2025 | Financial Focus
This week’s Financial Focus highlights the fast-approaching tax deadline and why now is the perfect time to start planning ahead, not just looking back. Nate Kreinbrink also breaks down the key decisions around Social Security—one of the most important assets in retirement—and how timing can impact your long-term financial picture.