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 mutual… 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 »
October 3, 2017
What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what the plans cost and cover. In addition, your health-care needs may have changed over the past… Read more »
October 2, 2017
JNBA’s John Foster joined WCCO’s Roshini Rajkumar on her News & Views show Sunday. See the podcast to learn more about the impact emotions can have on personal financial decisions, year end considerations and more! Catch the entire segment on the News & Views podcast that can be found at http://minnesota.cbslocal.com/audio/news-and-views-with-roshini-rajkumar/ Due to various factors,… Read more »
September 25, 2017
Barron’s Names JNBA Financial Advisors CEO Richard S. Brown to its List of Top 100 Independent Financial Advisors for Third Year Bloomington-based JNBA is Only Minnesota Wealth Management Firm on 2017 List MINNEAPOLIS (Sept. 20, 2017) — For the third year in a row, Barron’s has named JNBA Financial Advisors’ CEO Richard S. Brown to… Read more »
August 31, 2017
This past summer, JNBA became home to four interns. “We started the summer uncertain about what to expect. On our first day, we met the team, and by the end of the summer, everyone felt like family. During the summer we received exposure to every part of the company and truly saw what it takes… Read more »
August 31, 2017
The chart above provides important information relative to the increase in the exclusion amounts for Minnesota Estate Taxes. As part of the budget that was recently passed, the Minnesota Estate Tax exemption jumped to $2.1 million retroactive to the beginning of 2017 and is scheduled to increase to $3 million by 2020. The filing requirement for… Read more »