Navigating Getting Married
What you need to know before walking down the aisle Getting married is a time full of excitement, anticipation, and romance. One of the furthest things from your mind might be financial planning, but it’s worth some consideration as you merge your life – and assets – with another’s. This is the topic of discussion […]
Tips for Budgeting Your Travel
Do you enjoy traveling to new places and experiencing different cultures? From adventurous destinations to relaxing hideaways, vacations can be a priority for many. Yet, the expenses – flights, hotels, transportation, activities, and dining – can add up quickly. This is especially true if you are looking to upgrade your travel experience. To help plan […]
Navigating the Complexities of Inheritance
Discuss the complexities of inheriting assets on our podcast, “Navigating Life Transitions” The entanglement of emotions, the involvement of multiple parties, and the potential for positive impact can require many considerations when inheriting assets. Despite this intricate process, an inheritance of any size can be a significant gift. This is the topic of discussion in […]
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 […]
