FINANCIAL LIFE PLANNING INSIGHTS

Navigating a Financial Advisor Retiring
What do you do when your financial advisor retires – someone you’ve entrusted with your life goals, your financial strategies, and so much more? This

Book Club: The Power of Regret
This winter, JNBA’s financial planning team took time to read Daniel Pink’s book, “The Power of Regret: How Looking Backward Moves Us Forward.” In this

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

2024 Tax Season Reminders
As we prepare for the upcoming tax filing season, here are a few reminders: 1099 Delivery Reminders Most Schwab 1099s should be available online by

Navigating the Loss of a Spouse: Taking Steps Today to Prepare
Losing a spouse can be one of life’s most emotional and traumatic transitions. Whether by the progression of an unfortunate diagnosis or through an unexpected

SECURE 2.0 Changes for 2025
At the end of 2022 and early 2023, there was plenty of buzz surrounding the omnibus spending legislation more commonly known as SECURE 2.0, which