Client Access  |  Careers & Advisory Teams

Thinking of retiring early? First ask these three questions

couple on rocks

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, […]

Popular options to save for your kids’ education

education savings

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 […]

Ways to Give Charitably

charitable giving

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 […]

Self-Employed Retirement Savings Options

Self Employed retirement for website

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 […]

Should you invest or pay down debt?

invest vs. pay debt for website

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 […]

Considerations for buying a second home

two red chairs

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 […]

What Could Possible Tax Law Changes Mean to You?

JNBA Podcast logo

    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 […]

New Emergency Relief Package Overview for Individuals and Businesses

ARPA 2021

Updated April 1, 2021 in response to additional IRS guidance On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools. […]

Tax Season Reminders

tax time

Updated April 1, 2021 in response to additional IRS guidance As we prepare for the upcoming tax season here are a few reminders. 1099 Delivery Reminders All TD Ameritrade 1099s should be available online. Realized gain/loss (cost basis) and IRA distribution details are included on your 1099 tax documents coming directly from TD Ameritrade. Please […]