Over the past couple of years, we all got excited about CD rates, but they’ve recently come down. As those CDs come up for renewal, the new rates aren’t quite as exciting.

We’re well past the halfway point of 2025. Now is the time to revisit your financial plan, don’t wait until December.

Scott Nelson, a trusted financial advisor in Iowa, shares essential financial planning strategies for key age milestones to help individuals nearing retirement secure their financial future.