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 […]
2024 Numbers to Know
As we look towards 2024, now is a great time to review the upcoming changes across several areas that may impact your financial plans for the next year. We have compiled the specifics here to help you start thinking about how these changes fit within your overall financial life plan. IRA Contribution Limits The maximum amount […]
How Do You Navigate Financial Gifts?
Financial Gifting Ideas for the Next Generation on our podcast, “Navigating Life Transitions” How do you financially gift to the next generation and beyond? Whether for education or to create financial ease for kids or grandkids, seeing the impact financial gifts have while you’re living can bring meaning and enjoyment to your life. This […]
Navigating Charitable Giving
Thoughtful considerations on our podcast, “Navigating Life Transitions” When it comes to charitable giving, there are many ways – both big and small – to make a difference. So, where and how does one begin? On the latest episode of JNBA’s podcast “Navigating Life Transitions,” JNBA Advisors, Elise Huston and Nick Scheibel, share gifting strategies […]
Employer Benefits & Open Enrollment
Employer benefits play a pivotal role in the overall job satisfaction and well-being of employees. These offerings, ranging from healthcare plans to retirement contributions, are a fundamental component of a comprehensive compensation package. To ensure that you make the most of these benefits, the process of open enrollment requires careful consideration and strategic planning. Let’s […]
Year-End Charitable Giving Considerations
As we approach the end of 2023 and the traditional “Giving Season,” many individuals and families are thinking about how to support the organizations and causes closest to their hearts. If charitable giving aligns with your values and remains a top priority for you or your family, we encourage you to explore various tools and […]
2023 Year-End Deadlines
To help ensure year-end strategies and appropriate paperwork are processed in time, please note the upcoming Charles Schwab & Co., Inc. deadlines below. Charitable gift deadlines: For those who have an American Endowment Foundation (AEF) donor advised fund: For those who have a Schwab Charitable donor advised fund: If you have any questions on these […]
Navigating Your Empty Nest
Have you recently found yourself with an “empty nest?” Every fall, many parents and guardians are met with this new phase of life as children launch into young adulthood by entering college, the workforce, or pursuing other opportunities. In this month’s episode of the “Navigating Life Transitions” podcast, host Kim Insley and JNBA team members Elise Huston, Stephanie […]
Helping support your child’s financial foundation
As your children set off on their own, you likely will feel proud to realize you have saved enough for college tuition in a savings plan (knowing their desired college and location may have changed a few times this past year), or your college-aged child may have been awarded scholarships or other financial aid that […]