Financial Life Planning Insights
2025 Year-End Tax Planning: Key Opportunities Under the “One Big Beautiful Bill”
The recently passed One Big Beautiful Bill Act (OBBBA) marks one of the most comprehensive tax reform packages in recent years—introducing a wide range of
Medicare Open Enrollment Reminders for 2026
Medicare Open Enrollment for 2026 has begun and will run from October 15 to December 7, 2025. During this time, Medicare participants can review and
Navigating a dementia diagnosis and its financial considerations
A dementia diagnosis can impact more than just your daily routines. It can alter families, futures, and finances. In our latest episode of the “Navigating
Changes coming to Minnesota’s UCare
If you’ve been following the news, you will have seen that several changes are on the horizon for Minnesotans who access Medicare through UCare. As
The benefits of JNBA’s Financial Life Planning Committee
When it comes to financial goals, everyone is truly unique. At JNBA so often we get questions like, “Is this a good retirement plan?” or
Navigating Medicaid and Medical Assistance
Navigating healthcare finances can feel overwhelming, especially when it comes to understanding what benefits you qualify for and how to access them. In our latest
