#Financial Planning Committee Tag Results
Social Security, Tom Evans, JNBA Financial Planning Committee, Tom Evans, Minnesota Business Magazine
Experts Forum, July 2010
By: Tom Evans
Social Security is a hot topic affecting the retirement plans of many that will continue to garner a lot more attention in the coming years. As our country's largest group of workers, "The Baby Boomers", is set to retire between …
Planned Giving, JNBA Financial Planning Committee, Financial Planning, Articles, Minnesota Business Magazine
Experts Forum, November 2010
By: Tom Evans
Every year around the holidays we begin to think about the blessings that surround us and are thankful. In turn, we also think about those who are in need and about the causes that are important to us and want to give back. Giving …
Pension Plans, JNBA Financial Planning Committee
The QuarterlyUnderstanding Your Pension Plan
by: Financial Planning Committee
According to a recent survey by Fidelity Investments that included Americans who currently have pension plans, over 71% did not have a thorough understanding of how those plans work. Despite this widespread …
Financial Documents, Financial Planning Committee
By: JNBA Financial Planning Committee
Around the beginning of each new year and around tax prep time, many people find themselves going through the piles of paperwork they have accumulated throughout the year and wondering what they can eliminate. We have compiled this simple list to …
