2022 Year-End Deadlines
To help ensure year-end strategies and appropriate paperwork are executed in time, please note the upcoming TD Ameritrade deadlines below. Charitable gift deadlines: For those who have an American Endowment Foundation (AEF) donor advised fund: If you have any questions on these upcoming deadlines, including how they may affect your specific tax planning or gifting […]
It’s time to reassess your end-of-year giving strategy
As we approach the end of 2022 and the traditional “Giving Season,” many individuals and families are thinking about how to maintain their support of the organizations and causes they care about despite a challenging year in the economy and the markets. The effects of inflation combined with the end of many government support programs […]
Effective Business Succession Planning: Focusing Emotions on Values
Are you a business owner looking toward your eventual exit but worried the process could negatively impact your company and its people? Business succession planning can involve a lot of emotions, but you can channel them to focus on the values that got you and your business to this point. In fact, developing an actionable […]
2023 Medicare Open Enrollment: December 7 Deadline
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 […]
Open Enrollment Season: Employer-Sponsored Retirement & Savings Plans
It is that time of year again – the leaves are starting to fall, the air is getting cooler, and open enrollment season is upon us for the new year. Your open enrollment period is a good time to review your annual benefits and employer retirement plans in order to make sure you are maximizing […]
Executive Corner
Fall is a time of change, with leaves beginning to turn bright shades of yellow, red, and orange; and kids heading off to another year of school, with backpacks full of fresh school supplies. It’s a time of optimism and anticipation. But for everything that begins, something else must end. JNBA Director of Client Services, […]
How to Pursue Meaningful Goals – and Find Joy Along the Way
If you’re like most, you are likely working towards multiple goals today. Are you working on getting a promotion, a fitness goal, starting your family, retirement? Pursuing goals, wishes, and dreams is generally considered a good thing: it keeps you excited and engaged with your day-to-day life and allows you to measure your progress over […]
Considerations when Purchasing a Second Home
For many individuals and families, purchasing a second home is the realization of a lifelong dream. Whether it’s a cabin in the woods or a condo by the beach, a second home can provide opportunities for relaxation and recreation as well as a place for family to gather and create a lifetime of memories. While […]
Talking with Aging Parents About Their Needs and Goals
As parents and grandparents get older, they may need more help than before with their daily lives. This could be help getting their groceries, refilling prescriptions, or going to doctor’s appointments. And if you already have kids of your own, the idea of caring for your aging parents may seem daunting. Juggling time between your […]
Life Transitions: Second Marriages
When stepping into a second marriage, things have likely changed since you first got married – you may earn more income, have more assets, or carry more debt. Because of the complexities involved with blending two financial lives, as with a first marriage, we highly recommend having a conversation (or a few) about your finances […]
