Nate and Mike kick off this week’s Financial Focus by unpacking the tricky rules on inherited retirement accounts and the tax pitfalls non-spouse beneficiaries face. They break down key strategies to minimize taxes, avoid costly mistakes, and make the most of retirement assets through smart planning.
This week’s Financial Focus covers Medicare enrollment, highlighting key timeframes, plan options, and common misconceptions. Nate Kreinbrink and Mike Steigerwald emphasize the importance of understanding changes in coverage, avoiding penalties, and reviewing plan details to make informed decisions.
In this episode of Financial Focus, David Nelson discusses market trends, the importance of managing stock market volatility, and growing concerns about high valuations. He also explores economic uncertainties, the impact of interest rates, and strategies to help clients maintain financial stability.
On this week’s Financial Focus, Nate Kreinbrink and Andy Ferguson discuss the arrival of tax season, emphasizing the importance of preparing and organizing tax documents, whether received by mail or electronically. They also provide practical advice on managing delays, protecting sensitive information, and ensuring a smooth filing process, while sharing updates on NelsonCorp Wealth Management’s community charity efforts.
In this week’s episode of Financial Focus, Nate Kreinbrink kicks off 2025 by reflecting on the holiday season and discussing New Year’s resolutions, with a focus on improving financial health. He highlights key topics like adjusting tax withholdings, maximizing retirement contributions, and staying updated on new rules for inherited accounts
This week’s Financial Focus dives into year-end tax preparation tips, emphasizing the importance of gathering all necessary documents and avoiding filing prematurely. Nate Kreinbrink and Andy Fergurson also discuss the benefits of electronic filing, life changes to inform your preparer about, and the holiday spirit with caroling and charity initiatives.