April 19, 2018
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 »
April 12, 2018
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 »
April 3, 2018
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 »
February 28, 2018
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 »
February 23, 2018
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… Read more »
January 16, 2018
If you’re like many people, you probably have a desk drawer or file cabinet filled with official paperwork such as tax documents, plans and policies, bank statements, and other certificates. It can be hard to know which ones are worth keeping or which ones are okay to throw away. Before you stuff them all back… Read more »
January 9, 2018
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 »
December 13, 2017
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… Read more »
December 9, 2017
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 »
October 30, 2017
At JNBA Financial Advisors, we’re passionate about sharing our insights on wealth management. Usually, that means educating and informing our clients through meetings, calls, emails, events, and online resources. But we also like to share our expertise and outlook with our industry. This week, Mark Evans, JNBA’s Chief Investment Officer, is featured in the Wall… Read more »