November 11, 2019
As the end of the year approaches, it is the perfect time to review your current Medicare plan and determine if any changes need to be made. Most people will make changes based on an increase in premiums or co-pay amounts, but changes could also be a result of the network of providers changing for… Read more »
November 8, 2019
Mortgage refinances (or “refis”) are on the rise again as rates continue to drop to near all-time lows. At the time of this blog post, 30-year fixed rate loans are hovering in the mid-3% range. There are a variety of reasons to consider refinancing including: lowering your interest rate, reducing your monthly payment, accessing equity in… Read more »
November 7, 2019
Earlier this year, we blogged about the importance of creating a lasting and impactful charitable giving plan. In Minnesota, there’s one day devoted to putting that plan into action: Give to the Max Day. It seems like the entire state turns its attention to charitable giving on our “online giving holiday,” which lands on November… Read more »
November 5, 2019
JNBA CEO Richard S. Brown shared his insights on how business owners can prepare an exit strategy as part of a panel hosted by Club E and Upsize Magazine on October 30. The discussion, which will be covered in depth in the next issue of Upsize, included ideas to make the process of exiting a… Read more »
October 25, 2019
Leaders of small businesses need to make thousands of decisions as their companies grow and thrive. Along the way, choosing the right outside professionals to advise on these decisions and ultimately support and protect your business is key. JNBA’s CEO and Chairman Richard S. Brown recently shared four key insights with Upsize Magazine on how… Read more »
October 11, 2019
For many working individuals, open enrollment season is here again and that provides opportunity to confirm and enhance your benefit elections for the coming year. If you experienced life changes or transitions in 2019 (e.g., getting married) or if you are planning for a big event in 2020 (e.g., having a baby), it is especially… Read more »
October 11, 2019
Despite a serious bout of market turbulence and an inversion of the yield curve, stocks held onto their best year-to-date gains in over two decades during the 3rd quarter. Lower interest rates supported modest gains for many asset classes – even as weakness in global manufacturing spilled into the U.S. Some of this weaker data… Read more »
October 11, 2019
This October we are trying something new. Based on current scheduled meeting trends and an effort to give our team flexibility in helping best service clients, which can sometimes happen outside of regular core business hours, we are testing modified hours beginning Monday, October 14. 8:30 a.m. – 4:30 p.m. Monday through Thursday 8:30 a.m.… Read more »
October 10, 2019
JNBA Financial Advisors’ CEO Richard S. Brown has been honored by Barron’s on its list of the Top 100 Independent Wealth Advisors of 2019. JNBA is the only Minnesota financial advisory firm on the list, with Richard ranking 46th nationally, up from 47th last year. This is the fifth consecutive year Richard and JNBA have… Read more »
October 4, 2019
We’re proud to share that Richard S. Brown, CEO of JNBA Financial Advisors, has been named to the Forbes 2019 Top Wealth Advisors List. The list includes 250 of the nation’s leading advisors; Richard is ranked 151st nationwide. He was also named one of Minnesota’s top three financial advisors, appearing on the list as the… Read more »