Estate Planning

Estate Planning: Common-Sense Preparation Few of us want to think about end-of-life decisions while we are still living healthy lives, but it’s essential to put an estate plan in place to ensure your personal wishes are honored in the event you are unable to give direction. If you pass away without having proper estate planning… Read more »

Applying for Social Security

Are you ready to apply for Social Security? Did you know that according to the Social Security Administration, more than 9 out of 10 individuals age 65 and older receive Social Security benefits? There are some steps to take before taking those benefits, however. Before taking Social Security benefits you’ll need to obtain your Social… Read more »

You Deserve an Advocate

JNBA is proud to announce that this month, our independent, fee-only wealth management firm will be adding Advocate to our name; we will now be known as JNBA Financial Advocates. With just a six-letter change, our name and identity now reflect an approach that we have unwaveringly embraced since our inception in 1979. The move reinforces… Read more »

Barron’s Names JNBA Financial Advisors Minnesota’s Top Advisor

We are extremely proud to announce that JNBA Financial Advisors’ CEO Richard S. Brown has been ranked by Barron’s as Minnesota’s top financial advisor, as well as the top Registered Investment Advisor (RIA) in Minnesota. This marks the ninth consecutive year Richard and JNBA have been named to Barron’s list of the 1,200 top advisors… Read more »

Pre-Retirement Planning

Pre-Retirement Checklist: Considerations for Life’s Next Phase Transitioning to retirement can be both exciting and overwhelming, but taking a proactive approach to retirement planning can help ensure you have the means to enjoy what you’ve earned through a lifetime of work. There are many considerations to note – in addition to income – that will… Read more »

Market Trends in Mid-Term Election Years

The quote “History doesn’t repeat itself, but it does rhyme” is credited to Mark Twain — although there is no evidence that he ever said it. The same can often be said of market cycles.  Since 1900, mid-term election years have had the worst median performance of any year in the four year presidential cycle… Read more »

2018 JNBA Tax Update Webinar

The 2018 JNBA Tax Update webinar recording is now available. This webinar includes important information from a panel of tax professionals who share key changes of the Tax Cut and Jobs Act of 2017 going into effect this year. FOR INDIVIDUALS & FAMILIES: The information covered is especially valuable for individuals and families who are interested in… Read more »

2018 Tax Reminders

Please note that due to the observed Emancipation Day holiday on Monday, April 16, this year’s tax filing deadline has been moved to Tuesday, April 17. 1099 Delivery Reminders As a reminder, realized gain/loss (cost basis) as well as management fee information is included on your 1099 coming directly from TD Ameritrade. Please provide your… Read more »

Learn the investment basics from starting investing, to saving for a home, or saving for retirement

Getting Started

Financial planning: knowing where to begin Getting started in planning for your financial future can be overwhelming, and often, it can be hard to know where to begin. Whether you’re just starting to get more serious about financial planning or need some ways to enhance your current game plan, JNBA can be a critical partner… Read more »