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 »

2017 Year-End and Gifting Deadlines

As we wrap up the last weeks of the year, here are some important year-end and gifting dates to keep in mind: Required Minimum Distributions: December 21 Roth IRA Conversions: December 21 Establishing a 2017 Qualified Retirement Plan (QRP): December 29 Charitable Gift Deadlines Please note the following Charitable Gift deadlines: Gift requests of mutual… Read more »

Advisor Associate Christopher Mastley provides insights you need to complete financial obligations for year end

Year-End Checklist

 End of Year Financial Checklist While many are thinking about the start of the holiday season, at JNBA we are gearing up for end-of-year planning.  Check out the video below for some key things to know, then go to our more comprehensive financial checklist. Both will help guide you through some key year-end considerations. Check… Read more »

John Foster on WCCO’s News & Views with Roshini Rajkumar

JNBA’s John Foster joined WCCO’s Roshini Rajkumar on her News & Views show Sunday. See the podcast to learn more about the impact emotions can have on personal financial decisions, year end considerations and more! Catch the entire segment on the News & Views podcast that can be found at http://minnesota.cbslocal.com/audio/news-and-views-with-roshini-rajkumar/

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 »