Client Access  |  Careers & Advisory Teams

The Value of an Advisor: 2021 Update

Value of advisor update

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 […]

2021 Important Year-End Deadlines 


To help ensure year-end strategies and appropriate paperwork are executed in time, TD Ameritrade deadlines are below. Please be aware that some deadlines are 2-3 weeks earlier than previous years. Required Minimum Distributions (RMDs): December 1 Roth IRA Conversions: December 1 Establishing a 2021 Qualified Retirement Plan (QRP): Plan sponsor’s tax filing deadline, plus extensions […]

Open Enrollment Reminder & Employer-Sponsored Retirement Plans


It’s that time of the year again – leaves are falling, air is getting chillier…and open enrollment season is upon us for the for the upcoming tax year! Open Enrollment is a good time to review your contributions to various employer plans to help ensure you are maximizing your contributions in an efficient way as […]

Dependent Children & 2021 Tax Credit

Child tax credit

The American Rescue Plan Act of 2021 revamped the dependent child tax credit in many ways. It allows for advanced payments of the child credit, raised the child credit amount, and increased the amount of the credit that is refundable. In 2021, families with dependent children who are claimed on their most recently filed tax […]

Open Enrollment Benefits Reminder


For many working individuals, it is once again open enrollment season, which provides the opportunity to confirm and enhance your benefit elections for the coming year. If you experienced life changes or transitions in 2021 (e.g., getting married) or if you are planning for a big event in 2022 (e.g., having a baby), it is […]

More than a salary: Navigating executive and key employee compensation options

benefits with podcast

Whether you work for a public company, a large private company, or a startup, as you advance in your career you may be eligible for several benefits meant to reward key employees. These benefit packages are designed to promote retention and to allow employees to share in a company’s success. While executive compensation packages can […]

2022 Medicare Open Enrollment Reminder — December 7 Deadline

medicare open enrollment

As the end of the year approaches and the annual Medicare open enrollment period begins, it is time to review your current Medicare coverage and determine if any adjustments need to be made. Most people will only make changes due to an increase in premiums or co-pay amounts, but there may be other reasons to […]

An important consideration for many retirees: long-term care


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. In this short video, […]