Client Access  |  Careers & Advisory Teams

Documents to Keep

As spring emerges, it’s not just our homes that could use a thorough cleaning – our financial spaces could benefit from a tidy-up, too. This month, consider dedicating time to organizing and streamlining your financial and tax-related documents. You can start by identifying what financial documents are crucial to retain and which ones you can […]

Tax Season Reminders

As we prepare for the upcoming tax filing season, here are a few reminders: 1099 DELIVERY REMINDERS Most TD Ameritrade and Schwab 1099s should be available online by the end of this month. TAX RETURNS JNBA requests your 2023 tax returns to provide well-rounded and accurate financial planning advice. If you have not previously signed […]

What to Expect when You’re Expecting a New Teen Driver

If you have a new driver in your family, you know how excited they are to (finally) get their driver’s license. While they may feel ready and you may be excited to spend less time chauffeuring, you also may have a mix of emotions including nervousness for them to be on the road and wariness […]

Navigating Getting Married

What you need to know before walking down the aisle Getting married is a time full of excitement, anticipation, and romance. One of the furthest things from your mind might be financial planning, but it’s worth some consideration as you merge your life – and assets – with another’s. This is the topic of discussion […]

Tips for Budgeting Your Travel

Do you enjoy traveling to new places and experiencing different cultures? From adventurous destinations to relaxing hideaways, vacations can be a priority for many. Yet, the expenses – flights, hotels, transportation, activities, and dining – can add up quickly. This is especially true if you are looking to upgrade your travel experience. To help plan […]

Navigating the Complexities of Inheritance

Discuss the complexities of inheriting assets on our podcast, “Navigating Life Transitions” The entanglement of emotions, the involvement of multiple parties, and the potential for positive impact can require many considerations when inheriting assets. Despite this intricate process, an inheritance of any size can be a significant gift. This is the topic of discussion in […]

Maximizing 2023 Contributions 

Most of us are now fully immersed in 2024 and are focused on the year ahead. However, as tax season approaches, it is a good time to look back at 2023 to ensure that you maximized your 2023 contributions and tax benefits from savings vehicles that are still available to you.  TRADITIONAL IRAS:  You have […]

Executive Corner

Exec. Corner.

JNBA CELEBRATES 45 YEARS IN BUSINESS 2024 marks a very special milestone for JNBA Financial Advisors. This year, our firm celebrates 45 years in business, and we do so with deep gratitude for our clients, team, and professional partners who have helped us get here. Since our founding days, JNBA has prioritized authentic relationships with individuals and […]

Estate Planning Elements

Estate planning is an important part of the financial life planning process. Whenever a material change occurs in your life, it’s advisable to consider how your estate plan might be affected and whether you should update your estate planning documents. There are several key documents you should have in place that define your wishes regarding […]

New Year’s Resolutions

As we enter the first weeks of 2024, we look forward to setting our intentions in the upcoming year. Often, New Year’s resolutions focus on health, habits, or skills. But resolutions can be beneficial for your finances, too. As you begin to refocus and set goals for the year ahead, we encourage you to think […]