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 »

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 »