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Wealth Management Insights
A concern for many retirees is the uncertainty regarding your future health and the costs associated with care. Living longer is correlated  with an increased risk of illness and injury that may limit your independence as you age, and many individuals will eventually need assistance in the form of long-term care.   What is long-term...
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For many individuals, the idea of retiring early and having more time to do the things you love like travel, golf, volunteer, etc., can be exciting. But there are many things to consider beyond “do you have enough money to retire?” such as the cost of health insurance, considering how you will spend your time,...
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Healthcare costs can be expensive, even for the healthiest people. Even if you have health care insurance, you may want to take advantage of other options for saving for medical expenses not covered by insurance. Outlined below are some of the differences between the two most common accounts offered to individuals and families, health savings...
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Growing your family can bring a lot of joy but can also mean many financial decisions and changes. There are additional considerations and decisions that parents need to make along the way, like who is changing the next diaper or who is cleaning up the food their little one just smeared on the living room...
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When working with clients to help facilitate their charitable giving, questions usually fall into two broad categories: 1) How do I make sure that my giving is having the impact I want it to? and 2) How do I make sure I am receiving the maximum tax benefits for my giving? These are very different...
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Self-employed individuals inherently make a lot of decisions on a daily basis. One decision that can seem daunting but should not be overlooked is what type of retirement plan to utilize. As a self-employed individual, saving for retirement can be difficult. Lack of a steady income, higher health care costs, and everyday costs of running...
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At one point or another we’ve likely all heard that money doesn’t grow on trees. While a bit of a cliché, this colorful expression does hold some truth and succinctly describes the finite nature of our financial resources. Financial planning, for all of its complexities, is more or less concerned with maximizing the limited dollars...
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Buying a second home can be an alluring prospect. Before you decide to purchase one, there are several items to consider. These include the costs associated with owning a second home, the attributes of the home, its rental potential (if you plan to rent it out when you are not using the property), and the income...
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As the new administration hits the 100-day mark, lawmakers are considering multiple changes to the tax code for corporations, individuals, and families that could potentially impact everything from income tax brackets to capital gains tax rates. In our latest podcast, JNBA President Kim Brown talks with Christopher Mastley, an advisor and member of JNBA’s Financial...
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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 key...
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Recent Posts

Podcast: What’s driving the markets this fall?
September 17, 2021
Q3 2021 Economic and Market Update
September 1, 2021
Executive Corner
September 1, 2021
Thinking of retiring early? First ask these three questions
August 17, 2021
Minneapolis/St. Paul Business Journal Names JNBA to 2021 Best Places to Work List
August 12, 2021
What is the difference between a health savings account (HSA) and a flex spending account (FSA)?
August 11, 2021

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