Financial Life Planning Insights

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

Embracing the Empty Nest
Have you recently found yourself with an “empty nest?” Many parents and guardians are met with this new reality as children launch into young adulthood

Helping Your Young Adult Thrive: 5 Ways to Offer Financial Support with Purpose
As your child takes their first steps into independence, it’s natural to feel a deep sense of pride. Their launch into young adulthood is what

The 101 on Your 529 Plan
After years of putting funds away for the future, your student is off to college and ready to access funds in their 529 plan. But