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 »
August 19, 2017
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… Read more »
August 11, 2017
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. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be… Read more »
August 8, 2017
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 »
August 7, 2017
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 »
July 31, 2017
We talk a lot about family here at JNBA. We’re a family business, but we’re also deeply invested in our clients’ families and how financial decisions today can build a legacy of goodwill for generations to come. It’s a side of financial services that isn’t in the spotlight often. That’s why we’re excited to be… Read more »