Preventing Cyber Scams
Tips from the Experts Cyber scams are becoming increasingly sophisticated, with millions of people falling victim each year. It’s crucial to understand that you are not alone in this battle. There are proactive measures you can take to prevent falling victim to these scams and there are resources available to help if you do get […]
How Do You Navigate Growing a Family?
The “Navigating Life Transitions” podcast tackles the topic of finances and expanding your family How do you financially set yourself up for growing your family and beyond? While many parents quip that “you can never be ready,” there are considerations that can help prepare you financially for the journey into parenthood. With various pathways to […]
Staying Safe Online
One person’s story about being scammed The Federal Trade Commission released data in February 2024 showing that consumers reported losing more than $10 billion to fraud in the previous year, marking the first time that fraud losses have reached this benchmark. If it’s happened to you, you are clearly not alone. While it is frightening to […]
Staying Safe Online
A three-part series on cyber security The internet is a high-speed landscape for instant information, day-to-day communication, and modern conveniences. With the click of a button, we are now absorbing world news and events from every corner of the globe. We’re fielding texts and electronic mail from friends and family, as well as brands and […]
Real Estate Transactions in a Divorce
Navigating a divorce can be one of the most challenging times that someone experiences. As part of a divorce settlement, one of the parties involved may wish to keep real estate that the couple owned together, such as the house in which they lived. If the property still has a mortgage, you may wonder how […]
Difficult Conversations: Tips from the Best-Selling Book
Having tough conversations is a part of life. No matter how great you may be at communicating, there are times when the emotional stakes run high, and we can be anxious about the outcome of a discussion. Based on almost thirty years of research, the best-selling book Difficult Conversations: How to Discuss What Matters Most […]
Navigating the Challenges of Having Difficult Conversations
The latest episode of “Navigating Life Transitions” Money and wealth can often bring unforeseen challenges. Whether it’s discussing future inheritances with children, navigating the sale or transition of a family business, or deciding on the legacy you wish to leave behind, numerous conversations await. Financial professionals can assist you in facilitating these discussions and uncover […]
SECURE 2.0 Changes for 2024
At the end of 2022 and early 2023, there was plenty of buzz surrounding the omnibus spending legislation more commonly known as SECURE 2.0, which provided several new opportunities. Many of the opportunities are effective beginning in 2024. Below we have outlined some of the major changes that may impact the individuals and families we […]
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 […]
