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Newsroom - 2023

Small Steps to Take Before 2024 That May Help Save Big
posted Monday, December 4, 2023
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.
Social Security and Medicare: How to Plan for Next Year
posted Tuesday, October 31, 2023
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.
6 Steps to Plan for a Future Inheritance
posted Tuesday, October 3, 2023
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.
Northwest Financial Corp Earns Top Workplace Award By The Des Moines Register For The Ninth Consecutive Year!
posted Thursday, September 28, 2023
Northwest Financial Corp. has been awarded a 2023 Top Workplaces honor by the Des Moines Register.
Dayne Lawyer Joins Northwest Bank as Wealth Advisor in Omaha
posted Thursday, September 28, 2023
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
posted Friday, August 18, 2023
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
posted Wednesday, August 2, 2023
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.
Navigating Alternative Investment Strategies
posted Wednesday, July 5, 2023
As the investment landscape has evolved, here's why alternatives could play a beneficial role in your portfolio.
Levers and Landmines of Annuity Products
posted Tuesday, June 6, 2023
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?
How to Assess the Top Five Risks in Retirement
posted Tuesday, May 2, 2023
The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk.

Small Steps to Take Before 2024 That May Help Save Big

Social Security and Medicare: How to Plan for Next Year

6 Steps to Plan for a Future Inheritance

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

Dayne Lawyer Joins Northwest Bank as Wealth Advisor in Omaha

Maximizing Health Care Savings in Retirement With an HSA

6 Key Financial Considerations for Unmarried Couples

Navigating Alternative Investment Strategies

Levers and Landmines of Annuity Products

How to Assess the Top Five Risks in Retirement

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