Estate Planning

Estate Planning: Common-Sense Preparation Few of us want to think about end-of-life decisions while we are still living healthy lives, but it’s essential to put an estate plan in place to ensure your personal wishes are honored in the event you are unable to give direction. If you pass away without having proper estate planning… Read more »

Applying for Social Security

Are you ready to apply for Social Security? Did you know that according to the Social Security Administration, more than 9 out of 10 individuals age 65 and older receive Social Security benefits? There are some steps to take before taking those benefits, however. Before taking Social Security benefits you’ll need to obtain your Social… Read more »

Pre-Retirement Planning

Pre-Retirement Checklist: Considerations for Life’s Next Phase Transitioning to retirement can be both exciting and overwhelming, but taking a proactive approach to retirement planning can help ensure you have the means to enjoy what you’ve earned through a lifetime of work. There are many considerations to note – in addition to income – that will… Read more »

Learn the investment basics from starting investing, to saving for a home, or saving for retirement

Getting Started

Financial planning: knowing where to begin Getting started in planning for your financial future can be overwhelming, and often, it can be hard to know where to begin. Whether you’re just starting to get more serious about financial planning or need some ways to enhance your current game plan, JNBA can be a critical partner… Read more »

JNBA Investment Committee Webinar

Please join JNBA Investment Committee members, Mark Evans and John Foster, as they present important investment considerations, including: 2017 — First Half Review Current Crossroads (Valuations) 2017 — Second Half Forecast Access the webinar by clicking here. Please see important disclosures information at

Buying a House

Preparing Financially Before Buying a Home Buying a home is no small decision. Frankly, it’s the biggest financial transaction many people will ever make. Therefore, it is important to make sure you are properly prepared. Armed with the right knowledge, you can start realizing your homeowner dreams. To start, you will need to evaluate your… Read more »

Planning for Every Stage of Life

Financial Planning for Every Stage of Life, from Young Adulthood through Retirement It’s never too early or too late to begin planning your financial future. Whether you’re just starting to build your financial foundation, at the peak of your earning potential, or approaching retirement age, there are several ways you can create healthy financial habits… Read more »

Checklist Resources

Check, check and check: Financial planning checklists for major life events Taking stock of your financial position and future can be overwhelming. That’s why JNBA Financial Advisors has created a series of straightforward financial checklists for those key moments and decisions in your life. The purpose of these checklists is to provide guidance on a… Read more »

Tax Season Reminder

Please note that due to the observed Emancipation Day holiday on Monday, April 17, this year’s tax filing deadline has been moved to Tuesday, April 18. 1099 Delivery Reminders: As a reminder, realized gain/loss (cost basis) as well as management fee information is included on your 1099 coming directly from TD Ameritrade. Please provide your… Read more »