Navigating the Search for a Retirement Community
In planning for retirement, it’s easy to let our minds wander towards beaches and palm trees or whatever the picture of our dream lifestyle represents. For many, the thought of needing any sort of long-term care is still quite distant. But the reality is that most adults will need senior care at some point. Today, […]
Retirement Savings Options for the Self-Employed
Portions originally published in Nov-Dec 2024 Upsize Magazine, updated July 2025 Saving for retirement is a crucial part of running a business and, fortunately, there are plenty of options tailored specifically for the self-employed. In addition to growing the value of the business over time, self-employed individuals have four main qualified retirement savings options available, […]
Maximizing Retirement Savings for High-Income Earners
For high-income earners, the journey to a secure retirement often involves navigating complex financial landscapes. Traditional retirement savings options, while valuable, may not be sufficient to fully capitalize on your earning potential. By understanding and strategically utilizing key strategies and benefits available to you, including deferred compensation plans, stock options, and after-tax 401(k) contributions, you […]
Overview of New Tax Laws
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. This legislation primarily addresses the scheduled expiration of key provisions from the 2017 Tax Cuts and Jobs Act (TCJA). While several changes take effect immediately for tax year 2025, others will be phased in over time. Here is a […]
Philanthropic Financial Planning: 5 Considerations for Your Personal Giving Strategy
In today’s world, philanthropy is more than just an act of kindness; it can also be a powerful financial strategy. When thoughtfully integrated into your financial planning, philanthropy can align with your personal values and create a meaningful impact while providing potential tax benefits. By viewing philanthropy through a financial lens, you can achieve several […]
Add goals and values into your personal financial plan with these four steps
A personalized financial plan goes beyond mere numbers. It intertwines your personal values, goals, and aspirations with your financial decisions. This tailored approach ensures that your financial resources are directed towards what truly matters to you, from building wealth to supporting family, traveling to investing in meaningful causes. Why Personalization Matters Personalization matters because it […]
Long-term Care Insurance: Navigating When and How to Use Benefits
Millions of Americans have purchased long-term care insurance, which can be used to offset the high costs of health care or assisted living due to health or aging needs. How do you know if it’s right for you, and if it is, when to stop paying the premium and start using the benefits? This is […]
5 Estate Planning Considerations for High-Net-Worth Individuals
Estate planning for high-net worth individuals involves many considerations beyond distributing your assets. Estate planning is often about leaving a legacy, planning for tax efficiency and ensuring your last wishes are understood by the next generation. By employing advanced techniques such as trusts, gifting strategies, and succession planning, you can help ensure that your assets […]
What to do when the IRS writes you
When the Internal Revenue Service (IRS) has a question about a taxpayer’s tax return, needs to request a payment or notify someone about a change to their account, the IRS will commonly mail the taxpayer a letter or notice. It is important to note that some cyber criminals will pretend to be the IRS in […]
Build Your Team: The Professionals Who Can Support Your Wealth
When it comes to managing your wealth and financial resources, the complexity of the world today demands more than just a one-size-fits-all approach. There are a handful of people that you want in your corner. At JNBA we help connect the dots for clients to collaborate with various professionals who have unique skill sets and […]
