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Wealth Management Insights
Experiencing the death of a loved one is an inexplicably difficult and trying time for most. In addition to the grief, there are a lot of decisions that need to be made, and it can feel overwhelming. When it comes to the financial considerations, the list of matters to handle can seem long and daunting....
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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...
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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...
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1099 Delivery Reminders All TD Ameritrade 1099s should be available online by February 17, 2022. Realized gain/loss (cost basis) and IRA distribution details are included on your 1099 tax documents coming directly from TD Ameritrade. Please provide your 1099s to your tax professional for preparing your 2021 tax return. Clients who have established online access...
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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...
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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...
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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...
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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. Adjust Savings – For many, the amount...
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At JNBA, we’re confident that one of the major reasons our independent fee-only firm has thrived over the past four decades is the value we provide to our clients. We are dedicated to being our clients’ irreplaceable partners — since we started tracking in 2001, we’ve earned a 97% client retention rate. And we’re continually...
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As a new year quickly approaches, now is a good time to review the upcoming changes across several areas that affect financial planning. IRA and retirement plan contribution limits, Medicare premiums, and Social Security cost of living adjustments are all experiencing changes for the 2022 calendar year. We have compiled the specifics here to help...
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