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 […]
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 Additionally, funds can be withdrawn from a 529 tax-free if utilized for […]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 […]
