Wealth Management Newsroom

As the year comes to a close, it’s time to shift your focus to tax planning strategies that can help maximize your savings. Effective tax planning isn’t just for spring—it’s a year-round effort.

The season of giving is almost here, and now is the perfect time to revisit your charitable plans with your financial advisor. Thoughtful planning can help you maximize both the impact of your gifts and the tax benefits you receive.

The One Big Beautiful Bill Act raises the SALT deduction cap to $40,000 for 2025. High earners near the $500,000 mark should plan carefully to avoid the “tax torpedo” and higher rates.

Northwest Financial Corp. has been awarded a 2025 Top Workplaces honor by the Des Moines Register.

On July 4, 2025, the One Big Beautiful Bill Act became law, ushering in major changes to the federal student loan system.

Teaching your children how to invest is one of the most powerful gifts you can give them. When kids understand that money isn’t just for spending—but can also grow over time—it opens the door to lifelong financial confidence and smarter decision-making.

A Last Will and Testament and a Revocable Trust are two essential tools for distributing assets — but which one is the right fit for your estate plan?

Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.

There are many things one can do to ensure a smooth transfer of assets from donor to beneficiary prior to death.