Tips for the financial aid process

For many families with seniors in high school, this time of year is the beginning of college decision time! While it is an exciting time for the student, it can also be a large financial decision for the family. Whether you have kids heading to school next fall for the first time or kids currently… Read more »

Five Things to Know About the New SECURE Act

The SECURE Act (Setting Every Community Up for Retirement Enhancement) became effective on January 1, 2020, and it could have a significant impact on your retirement asset distributions and taxes paid on those distributions. Here are the top five things to know about the SECURE Act: The act increased the required minimum distribution (RMD) age… Read more »

Market Update

What a difference a year makes! Entering 2019, investors were fearful of slowing earnings, a fairly brutal 4th quarter market sell-off, and a Federal Reserve that had been hiking interest rates while oblivious to slowing economic conditions. An escalation of trade tensions with China, the world’s second-largest economy, combined with Britain’s potential exit from the… Read more »

Eight years of recognition: Five Star Wealth Manager Award

We’re honored to share that for the eighth year, the Five Star Wealth Manager Awards have recognized individuals from JNBA Financial Advisors. This recognition is a testament to their expertise and service to clients. The individuals recognized include: Richard S. Brown, Chairman & Chief Executive Officer (six-year winner) Michael Bilotta, ChFC®, CASL®, RICP®, Senior Advisor-Investment… Read more »

IRA/Retirement Plan Contribution Changes, Medicare Premiums, and Social Security Cost of Living Adjustments for 2020

As a new year approaches, now is a good time to review the upcoming changes across a number of areas that affect financial planning. IRA and retirement plan contribution limits, Medicare premiums, and Social Security cost of living adjustments are all experiencing changes for the 2020 calendar year. We’ve compiled the specifics here, to help… Read more »

2019 Year-End Checklist

The start of the holiday season also marks the beginning of year-end planning at JNBA. Here are a few key planning items to consider prior to the end of 2019. Investment Portfolio Review. The end of the year is a great time to look at your investment and retirement accounts to better understand how they… Read more »

Executive Corner

I’ve been thinking a lot about the gardeners in my life. And how grateful I am for them. I’ve also been thinking a lot about the qualities one must possess in order to be a gardener in someone else’s life, or even the lives of many. I know for certain it involves kindness, an irreplaceable… Read more »