Caring for Aging Parents: The Essential Planning Guide
Caring for aging parents is a challenge many Americans are facing. Consider these factors to ensure your loved ones are well taken care of mentally, physically, legally and financially.
Protecting Your Portfolio in a Presidential Election Year
The 2024 presidential election is set to be a repeat of the Biden versus Trump contest of 2020. With both houses of Congress up for grabs, the stakes are high for either party, so it is understandable for the U.S. public to be nervous. Regardless of how the election plays out, political tensions will likely remain elevated throughout the next president's term, adding to an already contentious global political climate.
How Your Advisor Can Build a Plan Based on Your Values
Your financial plan should have the same philosophy as the rest of your life. Your values—or what matters most to you—drive every decision you make in life, including the hobbies or activities you participate in, the causes you support and the people you spend your time with. So, let's look at the ways an advisor can build a financial plan based on your values, throughout different areas of financial planning.
When building a financial plan, a wide range of potential outcomes must be considered, with investors being willing and able to accept the downside risks. Here are the top 10 lessons for investors.
Social Security and Medicare: How to Plan for Next Year
As the 2024 increase is set to be less than that announced for 2023, retirees may be wondering what impact the Social Security adjustment will have on their Medicare costs next year. Here are some commonly asked questions about the changes coming, as well as tips to keep your Medicare costs lower, regardless of how much your Social Security benefits rise.
Whether you're expecting a life-changing inheritance, a modest inheritance or maybe not anything, it's an important situation to think about. Although everyone's situation will be different, there are steps you can take to make sure the transfer of wealth goes smoothly.
Dayne Lawyer Joins Northwest Bank as Wealth Advisor in Omaha
Clay Baker, Regional President at Northwest Bank is pleased to announce Dayne Lawyer has accepted the position as Wealth Advisor with Northwest Wealth Management in Omaha, NE.
Maximizing Health Care Savings in Retirement With an HSA
Depending on your medical needs and those of your family, you may have enrolled in a high-deductible health plan that allows you to pay for medical expenses using a health savings account (HSA). Because contributions go into an HSA pre-tax, grow tax-deferred and are distributed tax-free when used for qualifying costs, this option has gained popularity over the last several years.
6 Key Financial Considerations for Unmarried Couples
As many committed couples are choosing to forgo marriage, it's becoming more common for wealth advisors to receive questions on the financial planning implications.
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?
Earlier this year the Social Security Administration released a completely revamped version of it's website, www.ssa.gov. This new version makes things more intuitive, easier to find, and there's a wealth of things you can do on this new version of the social security website.
2023 Planning Considerations and Strategies for Individual Taxpayers
Tax planning shouldn't simply focus on hindsight. Upcoming life changes and external factors deserve attention and may offer opportunities to consider. With 2023 bringing the largest inflation adjustments in nearly 40 years, this is especially true, making it a great time to see how they could affect you.
Iowa Finance Authority Names Northwest Bank as a Top Mortgage Lender in 2020
Northwest Bank is named a Top Mortgage Lender in 2020. The Iowa Finance Authority (IFA) recently announced its 2020 top mortgage lenders. The awards were given to the lending institutions and loan originators who assisted the most homebuyers through IFA programs in 2020.
Over the past century, the typical American home has been a picture of independence and self-reliance. An emphasis on the nuclear family in the post-war era led to homes that were designed for privacy and seclusion — as opposed to communal living with extended family — which largely represents the housing landscape today.
If you know exactly what your home should look like, where it should be, and every feature it must have, but you can't seem to find it anywhere, then it could be time to build your own. This quarter in Waypoints, we're sharing insights into new-home construction, from market trends to homebuilding ideas and considerations.
In the business jungle, we can take a note or two from the tiger's book. In today's competitive environment, companies that don't develop their own unique stripes are at risk of getting lost in the herd. Finding your competitive advantage — that unique something that only you can offer — will differentiate you from your rivals and provide a clear and compelling reason for customers to do business with you.