Financial Life Planning Insights
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,
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
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
What is an RSU? Restricted Stock Guide for Executives
Many companies are turning to innovative ways to attract and retain top talent as competition for skilled workers intensifies. Beyond enticing employees with competitive salaries
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,
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