Helping Your Young Adult Build a Financial Foundation
Launching into the workforce with your first professional job or do you know someone who is? If this is you, congratulations on reaching this milestone! While it’s an accomplishment to celebrate, it’s also a transition to take seriously as it brings on a whole new era of “adulting.” With exciting new independence, purpose and income […]
Important Documents: What to Keep and for How Long
As spring emerges and the weather begins to warm, it’s not just our homes that could use a thorough spring cleaning – our financial documents could benefit from a tidy-up as well. Consider dedicating some time to organizing and streamlining your financial and tax-related documents. You can start by identifying what financial documents are crucial […]
Your 2025 Tax Return: Important Planning Considerations
JNBA requests your 2025 tax returns to provide well-rounded and accurate financial planning advice. If you have not previously signed a Tax Professional Authorization form, please send a copy of your final 2025 tax return to your JNBA Advisory Team or upload your tax return to your JNBA Client Portal. IRA Contributions To make the […]
1099 Notes and Reminders
1099 Delivery Reminders Most Schwab 1099s should be available online by the end of this month (February 27). SOME ACCOUNTS MAY NOT RECEIVE A TAX FORM Charles Schwab & Co., Inc. will apply Internal Revenue Service (IRS) “de minimis” rules to determine if a tax form needs to be produced for the 2025 tax year. […]
What is a Power of Attorney?
When it comes to estate planning, many people focus on wills and trusts. However, there’s another legal document that plays a crucial role in a comprehensive plan—a Power of Attorney (POA). A POA addresses difficult but necessary questions, such as: Who would make financial decisions if you couldn’t? In this episode of the “Navigating Life Transitions” podcast, […]
Maximizing 2025 Contributions
As we look forward to 2026, now is a great time to review the changes that will impact your retirement plan contribution limits, gifting limits, Social Security increase and Medicare premium changes for the next year. Here’s a summary of upcoming changes, which can help you assess how they might fit within your overall financial […]
Navigating Divorce
Divorce is one of life’s most complex transitions. It involves emotional, legal, and financial factors that can seem overwhelming or daunting. But it is possible to move through this challenging time, especially with professional partners, to help you find clarity and confidence. In our latest episode of Navigating Life Transitions, host Kim Insley talks to […]
How to Sell a Business and Avoid Common Mistakes
If you are beginning to think about how to sell a business or whether the timing is right, you are taking an important first step. Selling a business is a significant financial and personal decision, and having the right information can help you move forward with clarity and confidence. With careful planning and the proper […]
2026 Numbers to Know
As we look forward to 2026, now is a great time to review the changes that will impact your retirement plan contribution limits, gifting limits, Social Security increase and Medicare premium changes for the next year. Here’s a summary of upcoming changes, which can help you assess how they might fit within your overall financial […]
Divorce Financial Planning: How to Navigate the Transition
Divorce can be overwhelming, especially when you are trying to understand how to safeguard your future during such a significant life change. Thoughtful financial planning during a divorce helps protect your assets and prepares you for the next chapter with clarity and confidence. As a fiduciary financial advisor with decades of experience, we aim to […]