Maximizing 2023 Contributions
Most of us are now fully immersed in 2024 and are focused on the year ahead. However, as tax season approaches, it is a good time to look back at 2023 to ensure that you maximized your 2023 contributions and tax benefits from savings vehicles that are still available to you. TRADITIONAL IRAS: You have […]
Executive Corner
JNBA CELEBRATES 45 YEARS IN BUSINESS 2024 marks a very special milestone for JNBA Financial Advisors. This year, our firm celebrates 45 years in business, and we do so with deep gratitude for our clients, team, and professional partners who have helped us get here. Since our founding days, JNBA has prioritized authentic relationships with individuals and […]
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 […]
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 […]
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 […]
