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  • Top 10 Investment Lessons of 2023
    Top 10 Investment Lessons of 2023
    Wealth Management

    Top 10 Investment Lessons of 2023

    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.
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  • Small Steps to Take Before 2024 That May Help Save Big
    Small Steps to Take Before 2024 That May Help Save Big
    Wealth Management

    Small Steps to Take Before 2024 That May Help Save Big

    While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill.
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  • Social Security and Medicare: How to Plan for Next Year
    Social Security and Medicare: How to Plan for Next Year
    Wealth Management

    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.
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  • 6 Steps to Plan for a Future Inheritance
    Image of a Family
    Wealth Management

    6 Steps to Plan for a Future Inheritance

    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.
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  • Dayne Lawyer Joins Northwest Bank as Wealth Advisor in Omaha
    Northwest Wealth Management logo and photo of Dayne Lawyer
    Bank News, Wealth Management

    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.
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  • Northwest Financial Corp Earns Top Workplace Award By The Des Moines Register For The Ninth Consecutive Year!
    Northwest Financial Corp Earns Top Workplace Award By The Des Moines Register
    Bank News, Wealth Management

    Northwest Financial Corp Earns Top Workplace Award By The Des Moines Register For The Ninth Consecutive Year!

    Northwest Financial Corp. has been awarded a 2023 Top Workplaces honor by the Des Moines Register.
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  • Maximizing Health Care Savings in Retirement With an HSA
    Maximizing Health Care Savings in Retirement With an HSA
    Wealth Management

    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.
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  • 6 Key Financial Considerations for Unmarried Couples
    Key Financial Considerations for Unmarried Couples
    Wealth Management

    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.
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  • Navigating Alternative Investment Strategies
    Image of Couple Going Over Finance Options
    Wealth Management

    Navigating Alternative Investment Strategies

    As the investment landscape has evolved, here's why alternatives could play a beneficial role in your portfolio.
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