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Advice Driven by Advocacy.®
Fall is a time of change, with leaves beginning to turn bright shades of yellow, red, and orange; and kids heading off to another year of school, with backpacks full of fresh school supplies. It’s a time of optimism and anticipation. But for everything that begins, something else must end. JNBA Director of Client Services,...
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For many individuals and families, purchasing a second home is the realization of a lifelong dream. Whether it’s a cabin in the woods or a condo by the beach, a second home can provide opportunities for relaxation and recreation as well as a place for family to gather and create a lifetime of memories. While...
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As parents and grandparents get older, they may need more help than before with their daily lives. This could be help getting their groceries, refilling prescriptions, or going to doctor’s appointments. And if you already have kids of your own, the idea of caring for your aging parents may seem daunting. Juggling time between your...
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When stepping into a second marriage, things have likely changed since you first got married – you may earn more income, have more assets, or carry more debt. Because of the complexities involved with blending two financial lives, as with a first marriage, we highly recommend having a conversation (or a few) about your finances...
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The Federal Reserve raised interest rates by 0.75% last week in their effort to keep inflation at bay. With inflation running hot, many people are wondering how this affects their financial life other than at the pump and grocery store. One possible step to help you take control in this environment is to focus on...
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In life, no one has all the right answers. That’s just a fact. We navigate our decisions based on what feels best and makes the most sense to us. That’s simply human nature. In reflecting upon our 43-year history and the numerous bull and bear markets we’ve navigated, we know this to be true: bears...
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Fraudsters are getting smarter, but the good news is there are techniques you can practice and technology resources you can use to be in greater control of protecting your information. We’re in the business of caring for and protecting people’s confidentiality, and, as a result, we are hyper-aware of potential privacy pitfalls. At JNBA, we...
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 As we wrap-up the 2021 tax season, you may have heard stories from friends or coworkers about an unexpected tax bill. Or maybe you yourself were surprised after meeting with your tax professional. Sometimes there are unavoidable tax events like selling a business, property, or receiving a payout or unexpected bonus from your company....
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May I ask you a question? That’s a phrase that is not unfamiliar to me. I am by nature an extremely curious person. And over my lifetime, on both a personal and professional level, curiosity has served me very well. And interestingly enough, curiosity has become one of our most reliable and effective tools in...
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If you’ve been considering working with a financial advisor but haven’t moved forward, there’s no time like the present. Over our firm’s 44-year history, we believe our clients have experienced first-hand just how beneficial working with a financial advisor can be. The relationship often begins when an individual or family determines that they could benefit...
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