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 […]
2024 Medicare Open Enrollment: December 7 Deadline
As we approach the end of the year, the annual Medicare open enrollment period begins, and it is time to review your current Medicare coverage and determine if any adjustments need to be made. Most people will only make changes due to an increase in premiums or co-pay amounts, but there may be other reasons […]
Your Investment Accounts are now custodied at Charles Schwab & Co., Inc.
Earlier this month your investment accounts managed by JNBA were moved to Schwab. JNBA’s role as your financial advisor has not changed with Schwab being the new custodian. Below are important reminders summarizing what to expect with your accounts now custodied at Schwab. ONLINE ACCOUNT ACCESS CHECKS WHAT TO EXPECT NEXT Friday, September 1: Please do not […]
Labor Day Weekend: Your TD Ameritrade accounts are moving to Charles Schwab & Co., Inc.!
Over Labor Day weekend, your investment accounts managed by JNBA that are currently held at TD Ameritrade will move to Schwab as a result of the two custodians merging. JNBA’s role as your financial advisor is not changing. With the merger, your accounts will be held at a new custodian – Schwab. With the transition only a little […]
