Learn the investment basics from starting investing, to saving for a home, or saving for retirement

Getting Started

Financial planning: knowing where to begin Getting started in planning for your financial future can be overwhelming, and often, it can be hard to know where to begin. Whether you’re just starting to get more serious about financial planning or need some ways to enhance your current game plan, JNBA can be a critical partner… Read more »

2017 Year-End and Gifting Deadlines

As we wrap up the last weeks of the year, here are some important year-end and gifting dates to keep in mind:   Required Minimum Distributions: December 21 Roth IRA Conversions: December 21 Establishing a 2017 Qualified Retirement Plan (QRP): December 29 Charitable Gift Deadlines Please note the following Charitable Gift deadlines: Gift requests of… Read more »

Advisor Associate Christopher Mastley provides insights you need to complete financial obligations for year end

Year-End Checklist

 End of Year Financial Checklist While many are thinking about the start of the holiday season, at JNBA we are gearing up for end-of-year planning.  Check out the video below for some key things to know, then go to our more comprehensive financial checklist. Both will help guide you through some key year-end considerations. Check… Read more »

Minnesota Estate Tax Update

The chart above provides important information relative to the increase in the exclusion amounts for Minnesota Estate Taxes. As part of the budget that was recently passed, the Minnesota Estate Tax exemption jumped to $2.1 million retroactive to the beginning of 2017 and is scheduled to increase to $3 million by 2020. The filing requirement for… Read more »

Long Term Care Insurance Update

Before you place thousands of premium dollars and even greater benefit amounts at risk, the following is a must read…   Many long term care insurance carriers are raising their rates and may impact your coverage. The information below will help you better understand the current long term care insurance marketplace. What happened? Actuaries who… Read more »

Buying a House

Preparing Financially Before Buying a Home Buying a home is no small decision. Frankly, it’s the biggest financial transaction many people will ever make. Therefore, it is important to make sure you are properly prepared. Armed with the right knowledge, you can start realizing your homeowner dreams. To start, you will need to evaluate your… Read more »

Planning for Every Stage of Life

Financial Planning for Every Stage of Life, from Young Adulthood through Retirement It’s never too early or too late to begin planning your financial future. Whether you’re just starting to build your financial foundation, at the peak of your earning potential, or approaching retirement age, there are several ways you can create healthy financial habits… Read more »

Checklist Resources

Check, check and check: Financial planning checklists for major life events Taking stock of your financial position and future can be overwhelming. That’s why JNBA Financial Advisors has created a series of straightforward financial checklists for those key moments and decisions in your life. The purpose of these checklists is to provide guidance on a… Read more »

Tax Season Reminder

Please note that due to the observed Emancipation Day holiday on Monday, April 17, this year’s tax filing deadline has been moved to Tuesday, April 18. 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 your… Read more »