Financial Life Planning Insights
A Different Kind of Bucket List
Most people think of a bucket list as something static. A collection of goals we’ll eventually get to, often later, when work slows down or
Understanding Trump Accounts: Key features, benefits and what to know before opening
Established under the One Big Beautiful Bill Act in 2025, Trump Accounts are newly created accounts designed to help families build long‑term savings for their
Nine Things from Die With Zero That Stuck With Us
At JNBA, financial planning has always been about more than the numbers. It’s about how money supports the life you want to live: your experiences,
Phantom Equity: Understanding Its Benefits and Implications
For business owners balancing the need to meaningfully reward employees with the desire to maintain ownership and control, phantom equity may be your answer. Understanding
How to Put Your House in a Trust: Guide & Considerations
For many individuals, a home represents more than a place to live. It is a meaningful part of their financial and family legacy. Understanding how
Refinancing Your Home: A Strategic Perspective Determining Whether Refinancing Aligns with Your Financial Life Plan
Refinancing a home mortgage can be a meaningful financial decision when approached thoughtfully and in the right context. For high‑income households, the question is rarely