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How Do You Leave a Lasting Legacy?

Thoughtful considerations on our podcast, “Navigating Life Transitions” How do you want to be remembered? It can be hard to think about, but it’s important, as the answer is unique to each individual. This is the topic of discussion in the latest episode of “Navigating Life Transitions,” a new podcast by JNBA Financial Advisors. Each […]

College Strategies Webinar

The global COVID-19 pandemic made lasting changes to many industries, including post-secondary education. Applications for colleges and universities are up 32% since 2020, making acceptance into both private and public schools highly competitive. Additionally, over the last 30 years, tuition costs have doubled at some public universities and quadrupled at many private institutions. Parents are […]

The 101 on 529s

What is a 529 Plan? A 529 plan allows donors to invest for a beneficiary’s education in a tax-advantaged way. When saving into a 529 plan, contributions may be eligible as tax deductions. Any growth or accumulations within the 529 plan is tax-deferred. Additionally, funds can be withdrawn from a 529 tax-free if utilized for […]

Introducing “Navigating Life Transitions,” a New Podcast from JNBA Financial Advisors

Sharing Professional Experience for Major Milestones Life is full of transitions that significantly impact our lives. Whether it’s getting married or divorced, having a baby or losing a loved one, buying a first home or downsizing, earning a big promotion or planning for retirement; these pivotal moments can come with a lot of uncertainty. Recognizing […]

SECURE 2.0 in 2024: New Opportunities to Note

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 a number of new opportunities. Many of the opportunities will be effective beginning in 2024. Below we have outlined some of the major changes that may impact the individuals […]

One-Time Minnesota Resident Tax Rebates

On May 24, Minnesota signed into law the 2023 One Minnesota Budget which will result in 2.4 million one-time tax rebates being paid to Minnesota residents. Rebates will be determined based on 2021 Tax Form M1 (individual income tax return for Minnesota). You may be eligible if in 2021: If you are eligible, you will […]

Updates on Account Transition to Charles Schwab & Co.

With the merging of TD Ameritrade and Schwab over Labor Day weekend getting closer, our goal is to continue to keep you informed on what to expect as we help prepare for your accounts to move to Schwab. On or about August 1, 2023, you will receive a “Key Information Packet” from Schwab for each […]

Financial planning for milestone moments

JNBA’s Elise Huston shares tips in Mpls.St.Paul Magazine From getting married to buying your first home, from having children to planning for your retirement; these are a few of the many life milestones where it could be beneficial to plan ahead. So, how do you start? In the May issue of Mpls.St.Paul Magazine, JNBA’s Elise […]

Seizing the financial opportunities of your promotion

JNBA’s Nick Scheibel shares tips in Upsize Magazine Receiving a big promotion and significant compensation can be cause for celebration. And, it can also be a reason to talk to your financial advisor. JNBA Financial Advisor Nick Scheibel was recently published in Upsize where he shared tips for readers who find themselves in this potentially […]