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Advice Driven by Advocacy.®
At JNBA, we’re confident that one of the major reasons our independent fee-only firm has thrived over the past four decades is the value we provide to our clients. We are dedicated to being our clients’ irreplaceable partners — since we started tracking in 2001, we’ve earned a 97% client retention rate. And we’re continually...
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While the last two years have brought a lot of change to our lives, not everything is that different. I still love a great conversation catching up over a cup a coffee in person. At the same time, I’ve learned to greatly appreciate the ease of connecting almost instantly with a colleague or our grandkids...
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On November 18, 2021, Minnesota will celebrate its annual giving holiday, Give to the Max Day (GTMD). In the 12 years since Give to the Max was started by giving website GiveMN.org, donors have given over $200 million to more than 10,000 nonprofits on this day. Donating on Give to the Max Day is a...
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At JNBA, we focus on helping our clients navigate through life’s biggest moments. And there are few moments bigger – or more complicated – for families than the college-prep journey. Helping your high schooler find, get into, and pay for the right college can be frustrating, time-consuming, and expensive. But it doesn’t have to be....
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I hope this finds you well and enjoying these final days of summer. It’s been beautiful in Minnesota making it hard to believe Labor Day is at our doorstep. Over the summer our team has been busy (and growing!) as we welcomed four new team members: Haley, Derek, Josh, and Courtney. We are very excited...
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We’ve all learned what seems like a lifetime of lessons over the past 15 months, particularly around how to navigate change. JNBA President Kim Brown shared her thoughts on that very current, important topic in this month’s Upsize Magazine, including how the pandemic has revealed or reinforced several important truths that are critical to dealing...
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Finally, signs of spring! I think that was the feeling many of us had as the grass started to become green, the tree buds bloomed and the tulips and daffodils added their magic touch creating an almost perfect transition from a very long year. Living in a modern day pandemic has not been easy, and...
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When you’re considering working with a financial advisor, it’s no secret that it’s critical to partner with someone who’s aligned with your values and priorities. But how do you ensure you find an advisor who’s just the right fit? Authority Magazine recently interviewed JNBA President, Kim Brown, about the most important questions to ask when...
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Through a series of blog posts over the past few months, we have shared the many ways a financial advisor can add value to your financial life above and beyond the returns your portfolio will generate. We discussed many strategies and ideas around how this value can be realized and also wanted to share an...
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I’m guessing one question each of you have asked yourself or have been asked by someone you know is, “Do you think things will ever be the same?” I’ve read that change is inevitable but growth is optional. That has always felt true to me. I think that’s why I personally define both change and...
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