Navigating a Financial Advisor Retiring
What do you do when your financial advisor retires – someone you’ve entrusted with your life goals, your financial strategies, and so much more? This not-often-broached topic is one we covered on the latest episode of “Navigating Life Transitions,” a podcast by JNBA® Financial Advisors. It’s such an important topic because these transitions can really […]
Book Club: The Power of Regret
This winter, JNBA’s financial planning team took time to read Daniel Pink’s book, “The Power of Regret: How Looking Backward Moves Us Forward.” In this book, Pink challenges the notion that regret is a negative emotion and should be avoided at all costs. Instead, he argues that regret is not only inevitable but also essential […]
Important Documents: What to Keep and for How Long
As spring emerges and the weather begins to warm, it’s not just our homes that could use a thorough spring cleaning – our financial documents could benefit from a tidy-up as well. Consider dedicating some time to organizing and streamlining your financial and tax-related documents. You can start by identifying what financial documents are crucial […]
Navigating the Loss of a Spouse: Taking Steps Today to Prepare
Losing a spouse can be one of life’s most emotional and traumatic transitions. Whether by the progression of an unfortunate diagnosis or through an unexpected circumstance, the death of your partner can feel heartbreaking, confusing and lonely. While one can never be fully prepared, there are proactive steps couples can take together to ease the […]
SECURE 2.0 Changes for 2025
At the end of 2022 and early 2023, there was plenty of buzz surrounding the omnibus spending legislation more commonly known as SECURE 2.0, which provided several new opportunities. Many of the opportunities are effective beginning in 2025. Below we have outlined some of the major changes that may impact the individuals and families we […]
Maximizing 2024 Contributions
Most of us are now fully immersed in 2025 and are focused on the year ahead. However, as tax season approaches, it is a good time to look back at 2024 to ensure that you are maximizing your 2024 contributions and tax benefits from savings vehicles. TRADITIONAL IRAs: You have until the tax filing deadline […]
FinCen Update: January 2025
Small businesses including LLCs, corporations, partnerships, or any entity filed through the Secretary of State have received a flurry of news surrounding the finalizing of FinCEN reporting requirements for 2025. While FinCEN Beneficiary Ownership Information (BOI) Reports can still be submitted voluntarily as previously communicated, we are still waiting to hear final judgement regarding the obligation to file. […]
Three Ways to Boost Your Personal Well-being
In today’s fast-paced world, many executives and business professionals often find themselves looking for more time to navigate complex financial landscapes while striving to maintain their personal well-being. The pursuit of financial success can sometimes overshadow the importance of striking a balance between wealth and wellness, yet finding some balance is essential for long-term happiness […]
On the hunt: What to do when you lose your job
“Your role is no longer needed.” Or, “We are going to part ways.” Either way, these phrases are very unsettling to hear. A sudden change in your employment status is nerve-racking for anyone – especially for those who are well-established in their career. So, what do you do when you find yourself on an unexpected […]
2025 Numbers to Know
As we look forward to 2025, now is a great time to review the changes that will impact your retirement plan contribution limits, gifting limits, social security increase and Medicare premium changes for the next year. Here’s a summary of those changes, which can help you assess how they fit within your overall financial life […]
