Financial Considerations for Fall

A recent article published by Fox Business reminds us of some basic, yet often overlooked financial planning considerations. From credit scores to savings rates, credit card offers and career advice, it’s a quick list of peruse and consider as 2018 draws to a close. For even more information on some of these important topics, click… Read more »

The Importance of Estate Planning

First Prince, now Aretha. Two high-profile yet typically private celebrities who failed to establish estate plans before their deaths place emphasis on an extremely important element of comprehensive financial planning. Why is having an estate plan so important? Here are a couple key reasons: Orderly transfer of assets. Creating an estate plan prompts directives for… Read more »

Financial Planning Before Transitioning Careers

Changing careers and the financial preparations beforehand can be complex, no matter if planned or unexpected. JNBA can help guide you on a number of key activities during the career transition process, organized by the six core areas of financial planning: financial position, retirement planning, investment planning, risk management, estate planning, and tax planning. If you’re… Read more »

Estate Planning

Estate Planning: Common-Sense Preparation Few of us want to think about end-of-life decisions while we are still living healthy lives, but it’s essential to put an estate plan in place to ensure your personal wishes are honored in the event you are unable to give direction. If you pass away without having proper estate planning… Read more »

Applying for Social Security

Are you ready to apply for Social Security? Did you know that according to the Social Security Administration, more than 9 out of 10 individuals age 65 and older receive Social Security benefits? There are some steps to take before taking those benefits, however. Before taking Social Security benefits you’ll need to obtain your Social… Read more »

Pre-Retirement Planning

Pre-Retirement Checklist: Considerations for Life’s Next Phase Transitioning to retirement can be both exciting and overwhelming, but taking a proactive approach to retirement planning can help ensure you have the means to enjoy what you’ve earned through a lifetime of work. There are many considerations to note – in addition to income – that will… Read more »

2018 JNBA Tax Update Webinar

The 2018 JNBA Tax Update webinar recording is now available. This webinar includes important information from a panel of tax professionals who share key changes of the Tax Cut and Jobs Act of 2017 going into effect this year. FOR INDIVIDUALS & FAMILIES: The information covered is especially valuable for individuals and families who are interested in… Read more »

2018 Tax Reminders

Please note that due to the observed Emancipation Day holiday on Monday, April 16, this year’s tax filing deadline has been moved to Tuesday, April 17.   1099 Delivery Reminders As a reminder, realized gain/loss (cost basis) as well as management fee information is included on your 1099 coming directly from TD Ameritrade. Please provide… Read more »