Planning Opportunities to Help Manage Inflation and Interest Rate Increases
The Federal Reserve raised interest rates by 0.75% last week in their effort to keep inflation at bay. With inflation running hot, many people are wondering how this affects their financial life other than at the pump and grocery store. One possible step to help you take control in this environment is to focus on […]
Executive Corner
In life, no one has all the right answers. That’s just a fact. We navigate our decisions based on what feels best and makes the most sense to us. That’s simply human nature. In reflecting upon our 43-year history and the numerous bull and bear markets we’ve navigated, we know this to be true: bears […]
Cybersecurity Best Practices: 11 Tips to Help Keep Your Information Safe From Fraudsters
Fraudsters are getting smarter, but the good news is there are techniques you can practice and technology resources you can use to be in greater control of protecting your information. We’re in the business of caring for and protecting people’s confidentiality, and, as a result, we are hyper-aware of potential privacy pitfalls. At JNBA, we […]
Financial Considerations When a Loved One Passes Away
Experiencing the death of a loved one is an inexplicably difficult and trying time for most. In addition to the grief, there are a lot of decisions that need to be made, and it can feel overwhelming. When it comes to the financial considerations, the list of matters to handle can seem long and daunting. […]
Executive Corner
May I ask you a question? That’s a phrase that is not unfamiliar to me. I am by nature an extremely curious person. And over my lifetime, on both a personal and professional level, curiosity has served me very well. And interestingly enough, curiosity has become one of our most reliable and effective tools in […]
4 Reasons Not to Wait to Create a Relationship with a Financial Advisor
If you’ve been considering working with a financial advisor but haven’t moved forward, there’s no time like the present. Over our firm’s 44-year history, we believe our clients have experienced first-hand just how beneficial working with a financial advisor can be. The relationship often begins when an individual or family determines that they could benefit […]
The Value of an Advisor: 2021 Update
At JNBA, we’re confident that one of the major reasons our independent fee-only firm has thrived over the past four decades is the value we provide to our clients. We are dedicated to being our clients’ irreplaceable partners — since we started tracking in 2001, we’ve earned a 97% client retention rate. And we’re continually […]
Executive Corner
While the last two years have brought a lot of change to our lives, not everything is that different. I still love a great conversation catching up over a cup a coffee in person. At the same time, I’ve learned to greatly appreciate the ease of connecting almost instantly with a colleague or our grandkids […]
Get Ready for Give to the Max Day by Preparing a Giving Plan
On November 18, 2021, Minnesota will celebrate its annual giving holiday, Give to the Max Day (GTMD). In the 12 years since Give to the Max was started by giving website GiveMN.org, donors have given over $200 million to more than 10,000 nonprofits on this day. Donating on Give to the Max Day is a […]
Tips and Techniques to Make the College Search Easier, Less Expensive
At JNBA, we focus on helping our clients navigate through life’s biggest moments. And there are few moments bigger – or more complicated – for families than the college-prep journey. Helping your high schooler find, get into, and pay for the right college can be frustrating, time-consuming, and expensive. But it doesn’t have to be. […]