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Advice Driven by Advocacy.®
For many working individuals, open enrollment season is here again, and that provides opportunity to confirm and enhance your benefit elections for the coming year. If you experienced life changes or transitions in 2020 (e.g., getting married) or if you are planning for a big event in 2021 (e.g., having a baby), it is especially...
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As the end of the year approaches and the annual Medicare open enrollment period begins, 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 to...
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As we continue to explore the value of an advisor through this series of blog posts, we wanted to address financial life planning and the value this can bring to a relationship. The value of comprehensive wealth management can be difficult to quantify. The research conducted on this topic has resulted in different outcomes. For...
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As we continue our series on the value that financial advisors provide to individuals and families, we’d like to explore various advantages of withdrawal strategies. As wealth is accumulated and you start to plan to live on the money you have saved over your working years, there can be tremendous value in a well-defined and...
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While every presidential election sparks considerable discussion about what the upcoming tax and economic climate may look like, this year includes an additional level of uncertainty around the COVID-19 pandemic. In our latest podcast episode, JNBA President Kim Brown talks with David Webb, Director of Investment Management and a leader of the firm’s Investment Committee,...
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To our valued clients, I’m certain we have all seen brighter times than we are currently experiencing, which is why I was intrigued when I found a little book recently called “The Persistence of Yellow: Inspiration for Living Brightly.” It has quickly become one of my favorite reads. This book was written as an inspiration...
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The value investors receive when they partner with a financial advisor who is looking out for their best interests cannot be understated. The JNBA team believes deeply in bringing value to each of our client relationships and interactions, and we’ve spent the past 40 years working to make sure our clients get the most out of...
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COVID-19 has created a lot of change for many individuals and families. For some, this has meant a change to employment, the role within the company or possibly a change to their compensation package. Executives may be faced with the decision of taking a severance package, an early retirement package or a reduction in pay....
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Whether you’ve worked with a financial advisor for years, or you’re just beginning your research in finding an advisor, you’ve likely realized that there are many different terms used to describe financial professionals. From fee-only advisors to brokers, from wealth managers to planners, there’s no shortage of terms and descriptors. Unfortunately, the distinctions between the...
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During this unprecedented time, many nonprofits are struggling to do more with less. JNBA Financial Advisors is working to help our clients make the most of their charitable giving as they look for additional ways to support the organizations they care about. JNBA Director of Client Services Cärin Viertel and Advisor Chris Mastley, CFP®, recorded...
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