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Tax Season Reminders

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As we prepare for the upcoming tax filing season, here are a few reminders: 1099 Delivery Reminders All TD Ameritrade 1099s should now be available online. Tax Returns JNBA requests your 2022 tax returns to provide well-rounded and accurate financial planning advice. If you have not previously signed a Tax Professional Authorization form, please send […]

Financial Tips for College-Bound Students

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Another summer is quickly coming to an end and many families are entering back-to-school season. As your college-bound child prepares for a new school year, here are some reminders and tips to help support them in building a strong financial foundation. These are just a few of the things parents and students should consider as […]

Six Things to Consider Before You Change Jobs

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You may have heard recent conversation around “The Great Resignation,” witnessed colleagues change companies, or seen friends pursue new opportunities lately. We are currently experiencing a great shift in the workforce as people leave their current jobs for new positions offering greater flexibility, better pay, or a more positive company culture. If you are considering […]

Video Discussion: Successfully transition into retirement

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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 […]

Tax Season Reminders

tax time

1099 Delivery Reminders Tax Returns JNBA requests your 2021 tax returns to provide well-rounded and accurate financial planning advice. If you did not sign a Tax Professional Authorization form, please send a copy of your 2021 tax return to your Advisory Team or upload your return to your JNBA Client Portal. IRA Contributions If you […]

Don’t Forget to Maximize 2021 Contributions


Most of us are now fully immersed in 2022 and are focused on the year ahead. However, as tax season approaches, it is a good time to look back at 2021 to ensure that you maximized your 2021 contributions and tax benefits from savings vehicles. Traditional IRAs: You have until the tax filing deadline (April […]

Have You Received Employee Stock Options?

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If you work for a large public company or a brand-new startup, you may find yourself receiving at least some of your compensation in the form of stock and/or options grants. These benefits are meant to reward key employees, promote employee retention, and let employees share in a company’s success. The most common form of […]

Richard S. Brown Shares Benefits of Frequent Portfolio Reviews with Barron’s

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Barron’s Advisor wrapped up 2021 by sharing “some of the most interesting things our subjects have had to say in recent months,” including a conversation with JNBA Chairman and CEO Richard S. Brown. In “Best Advisor Interviews: 10 Answers to Get You Thinking,” writer Steve Garmhausen asked Richard to explain JNBA’s “stepped-up rebalancing” approach of […]

New Year’s Resolutions for Your Financial Life

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The first few weeks of a new year typically bring with it a list of goals or resolutions for the year ahead, often related to an individual’s health, family time, work/life balance, and financials. Below are some ideas for financial life goals or resolutions to consider in 2022. If you have questions or would like […]