by NelsonCorp Wealth Management | Oct 11, 2023 | Financial Focus
Check out this week’s newest edition of Financial Focus, where Nate Kreinbrink talks all things Medicare. He discusses Medicare open enrollment, the differences between Medicare and Medicare Advantage plans, and touches on the significance of income in determining Medicare premiums.
by NelsonCorp Wealth Management | Oct 10, 2023 | Financial Focus
Check out this week’s newest episode of Financial Focus in which Nate Kreinbrink and Andy Fergurson discuss taxes, the employee retention tax credit, and potential changes in tax laws. They also emphasize the importance of early tax preparation and advise caution against questionable tax credit claims.
by NelsonCorp Wealth Management | Oct 2, 2023 | Financial Focus
It’s time for Financial Focus! In this week’s episode, Nate Kreinbrink is joined by Andy Fergurson to discuss various financial topics, including those related to tax credits for residential energy improvements and solar installations, as well as the role of the taxpayer advocate, a government-funded organization that helps protect taxpayers’ rights when dealing with the IRS.
by NelsonCorp Wealth Management | Oct 2, 2023 | Financial Focus
In this week’s episode of Financial Focus, our hosts Nate Kreinbrink and Mike Steigerwald highlight the need to tailor financial strategies to individual circumstances. They discuss topics related to tax planning, retirement income, and investment choices, while cautioning against blindly following advice based on others’ experiences.
by NelsonCorp Wealth Management | Sep 21, 2023 | Financial Focus
James Nelson joins Nate Kreinbrink in this week’s episode of Financial Focus to discuss the importance of financial planning in the fourth quarter of the year. They touch on topics like retirement account contributions, Roth conversions, tax withholdings, portfolio rebalancing, and the changing landscape of retirement savings.
by NelsonCorp Wealth Management | Sep 6, 2023 | Financial Focus
Welcome to Financial Focus, featuring host Gary Determan with David Nelson of NelsonCorp Wealth Management, where they discuss various topics including the impact of interest rates on bonds, the importance of portfolio diversification, and David’s outlook for the current year’s financial markets.