by NelsonCorp Wealth Management | Aug 30, 2023 | Financial Focus
In this week’s episode of Financial Focus, Nate Kreinbrink walks us through various financial planning topics, such as the importance of reviewing budgets, considering contributions to retirement plans, checking investment portfolios, updating beneficiaries, and tax loss harvesting as part of a comprehensive financial roadmap.
by NelsonCorp Wealth Management | Aug 23, 2023 | Financial Focus
Welcome to this week’s episode of Financial Focus, where Nate Kreinbrink and Mike Steigerwald discuss topics related to tax planning and some strategies such as Roth conversions and Social Security timing to optimize retirement finances.
by NelsonCorp Wealth Management | Aug 16, 2023 | Financial Focus
Tune into this week’s episode of Financial Focus, where Nate Kreinbrink and Andy Fergurson discuss upcoming changes related to reporting income from digital payment apps like Venmo and PayPal on tax returns.
by NelsonCorp Wealth Management | Aug 9, 2023 | Financial Focus
Welcome this week’s edition of Financial Focus, where Nate Kreinbrink discusses retirement planning and readiness, emphasizes the importance of assessing one’s expenses and financial situation in preparation for retirement, and also covers topics such as budgeting, handling expenses, healthcare insurance, finding purpose in retirement, and making the transition from a regular paycheck to retirement income.
by NelsonCorp Wealth Management | Aug 2, 2023 | Financial Focus
Welcome to this week’s episode of Financial Focus where David Nelson covers a range of topics, including advice for lottery winners, the challenges faced by individuals who suddenly come into large sums of money, the impact of taxes on winnings, and the importance of financial planning and responsible spending. The conversation also delves into the recent downgrade of the United States’ credit rating, the country’s debt issues, and the need for bipartisan cooperation in addressing economic challenges.
by NelsonCorp Wealth Management | Jul 26, 2023 | Financial Focus
Join us for this week’s episode of Financial Focus, where Andy Ferguson and Mike Van Zuiden from NelsonCorp Tax Solutions discuss the misconception of rich people not paying taxes, highlight the importance of proactive tax strategies, and address the emotional aspects of paying taxes.