Client Access  |  Careers & Advisory Teams

Considerations when Purchasing a Second Home

two red chairs

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

aging parents

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 […]

Podcast: How is the American Rescue Plan Act affecting taxes and the markets?

JNBA Podcast logo

  A new emergency relief package – the American Rescue Plan Act of 2021 – was signed into law on March 11, outlining payments to individuals and funding for federal programs. The law covers an enormous amount of ground, so to help break it down, JNBA has devoted its latest podcast to some of the […]