Richard Brown shares negotiating tips on Business2Community

Have you negotiated lately? Negotiating is an underlying fact of life when it comes to your finances, whether it’s negotiating a business deal or aiming to get the best price on goods or services in your personal life. Honing your negotiating skills can be a critical component to your financial well-being. In fact, negotiating is… Read more »

Financial Considerations for Fall

A recent article published by Fox Business reminds us of some basic, yet often overlooked financial planning considerations. From credit scores to savings rates, credit card offers and career advice, it’s a quick list of peruse and consider as 2018 draws to a close. For even more information on some of these important topics, click… Read more »

Forbes Recognizes Richard S. Brown & JNBA

We’re honored to share that Richard Brown, CEO of JNBA Financial Advisors, has been named to the Forbes 2018 Top Wealth Advisors List for the first time. This prestigious list includes 250 of the nation’s leading advisors, with Richard included in the top 100. When Forbes compiles its list of Top Wealth Advisors in the… Read more »

Market Update — Global Divergences

We’re experiencing a large global market divergence, in which the U.S. market has continued higher, while much of the rest of the world has struggled. In the past, we’ve talked about the importance of markets moving up together. Today, the markets are certainly not moving up together, and historically, that has posed risks for equities.… Read more »

The Importance of Estate Planning

First Prince, now Aretha. Two high-profile yet typically private celebrities who failed to establish estate plans before their deaths place emphasis on an extremely important element of comprehensive financial planning. Why is having an estate plan so important? Here are a couple key reasons: Orderly transfer of assets. Creating an estate plan prompts directives for… Read more »

A Key Factor in Providing Financial Advice

Financial advisors deliver financial advice – it’s a simple concept at the core of our industry. But what factors and motivations are driving that advice? Typically, the answer varies from financial advisor to financial advisor. I’ve been thinking about that question quite a bit lately, and for JNBA, the answer is clear: advocacy. Our financial… Read more »

Financial Planning Before Transitioning Careers

Changing careers and the financial preparations beforehand can be complex, no matter if planned or unexpected. JNBA can help guide you on a number of key activities during the career transition process, organized by the six core areas of financial planning: financial position, retirement planning, investment planning, risk management, estate planning, and tax planning. If you’re… Read more »