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 »

Economic & Market Update

Entering the back half of November, it is clear that investor bullishness has returned to financial markets as U.S. equities logged their sixth straight weekly gain. While it’s painful to not be “all-in” on stocks while the market racks up gains so quickly (U.S. stocks are up +8% from their October lows), recall just a… Read more »

How to maximize Give to the Max Day

Earlier this year, we blogged about the importance of creating a lasting and impactful charitable giving plan. In Minnesota, there’s one day devoted to putting that plan into action: Give to the Max Day. It seems like the entire state turns its attention to charitable giving on our “online giving holiday,” which lands on November… Read more »