Estate planning for high-net worth individuals involves many considerations beyond distributing your assets. Estate planning is often about leaving a legacy, planning for tax efficiency

When the Internal Revenue Service (IRS) has a question about a taxpayer’s tax return, needs to request a payment or notify someone about a change

When it comes to managing your wealth and financial resources, the complexity of the world today demands more than just a one-size-fits-all approach. There are

What do you do when your financial advisor retires – someone you’ve entrusted with your life goals, your financial strategies, and so much more? This

This winter, JNBA’s financial planning team took time to read Daniel Pink’s book, “The Power of Regret: How Looking Backward Moves Us Forward.” In this

As spring emerges and the weather begins to warm, it’s not just our homes that could use a thorough spring cleaning – our financial documents