How to maximize Give to the Max Day

Earlier this year, we blogged about the importance of creating a lasting and impactful charitable giving plan. In Minnesota, there’s one day devoted to putting that plan into action: Give to the Max Day. It seems like the entire state turns its attention to charitable giving on our “online giving holiday,” which lands on November… Read more »

Open Enrollment – Benefits Reminders

For many working individuals, open enrollment season is here again and that provides opportunity to confirm and enhance your benefit elections for the coming year. If you experienced life changes or transitions in 2019 (e.g., getting married) or if you are planning for a big event in 2020 (e.g., having a baby), it is especially… Read more »

Financial trends in health insurance

As health insurance open enrollment season will soon be upon us, there’s a lot of news and activity in the health insurance marketplace to consider. If you’re a consumer or a business owner, it’s important to be aware of a few key shifts happening around us and to understand what those shifts could mean for… Read more »

Back to School Checklist

With the 2019-2020 academic school year around the corner, the JNBA Financial Planning Committee wanted to provide some reminders for parents and students as you prepare for the upcoming school year. Estate Planning Documents Once a student turns 18 years old, it is important for them to have documents in place that will allow a… Read more »

Cybersecurity – Top 10 Tips

Nowadays, humans pose an even higher risk to an organization’s cybersecurity defense than software flaws and vulnerabilities. Luckily, common sense thinking can be more effective against cyber criminals than sophisticated tools. Here are 10 cybersecurity tips to help protect yourself and your organization from security threats. 1. Be cautious with links and attachments in emails.… Read more »