How did you fare with your 2021 taxes?
As we wrap-up the 2021 tax season, you may have heard stories from friends or coworkers about an unexpected tax bill. Or maybe you yourself were surprised after meeting with your tax professional. Sometimes there are unavoidable tax events like selling a business, property, or receiving a payout or unexpected bonus from your company. Oftentimes […]
Video Discussion: Successfully transition into retirement
At JNBA, an important part of our role is helping individuals and families successfully transition into retirement. But what are the most important things to consider as you approach this significant life milestone when you begin the shift from the accumulation phase to the distribution phase? Our latest video discussion covers some key considerations to […]