JNBA Intern Perspectives

This past summer, JNBA became home to four interns. “We started the summer uncertain about what to expect. On our first day, we met the team, and by the end of the summer, everyone felt like family. During the summer we received exposure to every part of the company and truly saw what it takes… Read more »

Minnesota Estate Tax Update

The chart above provides important information relative to the increase in the exclusion amounts for Minnesota Estate Taxes. As part of the budget that was recently passed, the Minnesota Estate Tax exemption jumped to $2.1 million retroactive to the beginning of 2017 and is scheduled to increase to $3 million by 2020. The filing requirement for… Read more »

Long Term Care Insurance Update

Before you place thousands of premium dollars and even greater benefit amounts at risk, the following is a must read… Many long term care insurance carriers are raising their rates and may impact your coverage. The information below will help you better understand the current long term care insurance marketplace. What happened? Actuaries who initially… Read more »

JNBA Investment Committee Webinar

Please join JNBA Investment Committee members, Mark Evans and John Foster, as they present important investment considerations, including: 2017 — First Half Review Current Crossroads (Valuations) 2017 — Second Half Forecast Access the webinar by clicking here.

Fostering the Next Generation

At JNBA, we are deeply committed to cultivating and preparing a diverse next generation of financial advisors – both within the walls of our firm and through many other opportunities to mentor future advisors. This month, CEO Richard Brown was interviewed by Minnesota Business magazine about the work we’ve done to establish the first-of-its-kind financial… Read more »

Buying a House

Preparing Financially Before Buying a Home Buying a home is no small decision. Frankly, it’s the biggest financial transaction many people will ever make. Therefore, it is important to make sure you are properly prepared. Armed with the right knowledge, you can start realizing your homeowner dreams. To start, you will need to evaluate your… Read more »

Supporting the next generation of financial careers with TD Ameritrade

Last week, JNBA’s Operations and Compliance Manager, Larry Becker, had the opportunity to visit New York City with the recipients of the 5th Annual TD Ameritrade Institutional Generation Next Scholarship and Grants program. The NextGen Scholarship and Grants Program is designed to promote careers in financial planning and attract top young talent to the industry.… Read more »

Planning for Every Stage of Life

Financial Planning for Every Stage of Life, from Young Adulthood through Retirement It’s never too early or too late to begin planning your financial future. Whether you’re just starting to build your financial foundation, at the peak of your earning potential, or approaching retirement age, there are several ways you can create healthy financial habits… Read more »

Checklist Resources

Check, check and check: Financial planning checklists for major life events Taking stock of your financial position and future can be overwhelming. That’s why JNBA Financial Advisors has created a series of straightforward financial checklists for those key moments and decisions in your life. The purpose of these checklists is to provide guidance on a… Read more »