Long Term Care Insurance Update

Before you place thousands of premium dollars and even greater benefit amounts at risk, the following is a must read… Many long term care insurance carriers are raising their rates and may impact your coverage. The information below will help you better understand the current long term care insurance marketplace. What happened? Actuaries who initially… Read more »

JNBA Investment Committee Webinar

Please join JNBA Investment Committee members, Mark Evans and John Foster, as they present important investment considerations, including: 2017 — First Half Review Current Crossroads (Valuations) 2017 — Second Half Forecast Access the webinar by clicking here. Please see important disclosures information at www.jnba.com/disclosure

Fostering the Next Generation

At JNBA, we are deeply committed to cultivating and preparing a diverse next generation of financial advisors – both within the walls of our firm and through many other opportunities to mentor future advisors. This month, CEO Richard Brown was interviewed by Minnesota Business magazine about the work we’ve done to establish the first-of-its-kind financial… Read more »

Buying a House

Preparing Financially Before Buying a Home Buying a home is no small decision. Frankly, it’s the biggest financial transaction many people will ever make. Therefore, it is important to make sure you are properly prepared. Armed with the right knowledge, you can start realizing your homeowner dreams. To start, you will need to evaluate your… Read more »

JNBA is proud to partner with TD Ameritrade and University of Minnesota Duluth's labovitz school of business and economics to empower the next generation of financial planners

Supporting the next generation of financial careers with TD Ameritrade

Last week, JNBA’s Operations and Compliance Manager, Larry Becker, had the opportunity to visit New York City with the recipients of the 5th Annual TD Ameritrade Institutional Generation Next Scholarship and Grants program. The NextGen Scholarship and Grants Program is designed to promote careers in financial planning and attract top young talent to the industry.… Read more »

Planning for Every Stage of Life

Financial Planning for Every Stage of Life, from Young Adulthood through Retirement It’s never too early or too late to begin planning your financial future. Whether you’re just starting to build your financial foundation, at the peak of your earning potential, or approaching retirement age, there are several ways you can create healthy financial habits… Read more »

Checklist Resources

Check, check and check: Financial planning checklists for major life events Taking stock of your financial position and future can be overwhelming. That’s why JNBA Financial Advisors has created a series of straightforward financial checklists for those key moments and decisions in your life. The purpose of these checklists is to provide guidance on a… Read more »

Executive Corner – June 2017

There is nothing better than a Minnesota summer and I’m excited it’s almost here. May was a busy month, especially for families that were celebrating graduations. We were one of them, along with many of our clients and friends. Watching my niece graduate from high school had me thinking about so many things, including asking… Read more »

Investment Insights – Bigger Isn’t Always Better

As the stock market has continued its broad-based rise over the past nine years, many investors have favored index-based investing over actively managed strategies. In addition to cost and tax benefits, index investing can help avoid investor biases such as hindsight, herding, overconfidence, and extrapolating. Accordingly, the JNBA Investment Committee utilizes conventional index strategies where… Read more »