Watch out for these tax scams!
Taxation can be a complex landscape, rife with potential pitfalls and scams that unsuspecting individuals and businesses may encounter. Here we delve into the IRS’s Dirty Dozen tax schemes, highlighting the most frequent scams that taxpayers are encountering. 1. Syndicated Conservation Easements: Conservation easements serve as important tools for protecting natural habitats while providing tax […]
Self-Employed Retirement Savings
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. The potential of fluctuating income, , higher health care costs, and everyday expenses of […]
Six Considerations Before Buying a Second Home
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 […]
Tax Season Reminders
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
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 […]
Planning some spring purchases? Here are some financing options to consider
With spring upon us it can be a busy time for everyone, and some of that spring fever can impact your pocketbooks. Did staring at the four walls of your home over the winter spur some thoughts about wanting to upgrade your home with a kitchen remodel, putting in a new patio out back, or […]
Six Things to Consider Before You Change Jobs
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
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
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 […]