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. […]
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 […]
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 […]
Three Ways to Boost Your Personal Well-being
In today’s fast-paced world, many executives and business professionals often find themselves looking for more time to navigate complex financial landscapes while striving to maintain their personal well-being. The pursuit of financial success can sometimes overshadow the importance of striking a balance between wealth and wellness, yet finding some balance is essential for long-term happiness […]
On the hunt: What to do when you lose your job
“Your role is no longer needed.” Or, “We are going to part ways.” Either way, these phrases are very unsettling to hear. A sudden change in your employment status is nerve-racking for anyone – especially for those who are well-established in their career. So, what do you do when you find yourself on an unexpected […]
2025 Numbers to Know
As we look forward to 2025, 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 those changes, which can help you assess how they fit within your overall financial life […]
Important 2024 Year-End Deadlines
To help ensure year-end strategies and appropriate paperwork are processed in time, please note the upcoming Charles Schwab & Co., Inc. deadlines below. For those who have an American Endowment Foundation (AEF) donor advised fund: For those who have a Schwab Charitable donor advised fund: If you have any questions on these upcoming deadlines, including […]
Helping support your child’s financial foundation
As your children set off on their own, you likely will feel proud to realize you have saved enough for college tuition in a savings plan (knowing their desired college and location may have changed a few times this past year), or your college-aged child may have been awarded scholarships or other financial aid that […]
2024 Medicare Open Enrollment: December 7 Deadline
As we approach the end of the year, the annual Medicare open enrollment period begins, and 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 […]