FINANCIAL LIFE PLANNING INSIGHTS
Sunset of the 2017 Tax Cuts and Jobs Act
With the presidential election upon us in just a few short weeks, you may be asking yourself what tax changes may be on the horizon.
Using an After-Tax 401(k) to Boost Retirement Savings
One of the most popular retirement savings vehicles available to employees is a 401(k) plan. These plans offer tax-deferred contributions, where plan participants reduce their
The Secrets of Longevity & Happiness: Lessons from Dan Buettner’s Blue Zones
Have you ever wondered what the secret is to a long and happy life? Minnesota native Dan Buettner has dedicated the last two decades to
The Comprehensive Role of Life Insurance: Thinking Beyond Immediate Needs
Life insurance serves a dual purpose: addressing immediate financial obligations like funeral expenses and providing long-term financial security for family members and beneficiaries. Beyond these
Minnesota Estate Tax for Florida and Arizona Residents
Earlier this year, JNBA Financial Advisors had the pleasure of hosting Chad Carr, an estate attorney and partner from Twin Cities-based firm Stadig Johnson to
Turning Uncertainty into Opportunity with Your Job Search
Professional Advice on Navigating an Unexpected Job Search with Confidence on our podcast, “Navigating Life Transitions” Navigating an unexpected job search can be overwhelming, filled