Changes coming to Minnesota’s UCare| JNBA
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 a news reference, KSTP-TV did a short story on October 1, 2025. In summary, UCare will be cancelling all 180,000 UCare Advantage contracts in Minnesota, effective January 1, 2026. JNBA […] The post Changes coming to Minnesota’s UCare appeared first on JNBA.| JNBA
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 “Is this a good number to be setting aside?” And the answer we give always depends on the individual or family’s goals and values. At JNBA, we want to understand […] The post The benefits of JNBA’s Financial Life Planning Committee appeared first on JNBA.| JNBA
Nine months into the year and the story remains similar to the end of the second quarter (Q2). After a disruptive start to the year, the broader stock and bond environment has climbed steadily but surely, shaking off typical September weakness.| JNBA
We’re delighted to share that Barron’s has named JNBA’s CEO and Chairman Richard S. Brown to its list of the Top 100 Independent Advisors in the United States. This is Richard’s eleventh consecutive year being named to the prestigious list, this year ranking 35th out of 100. In March of 2025, Richard and JNBA were also […] The post JNBA CEO Richard S. Brown Named to Barron’s Top 100 Independent Financial Advisor for 11th Year in a Row appeared first on JNBA.| JNBA
On September 17, the Fed announced a 25 basis point (bp) interest rate cut, in-line with market expectations.| JNBA
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 episode of our Navigating Life Transitions podcast, we break down Medicaid, or Medical Assistance as it is referred to in Minnesota, and what factors go into determining how and when […] The post Navigating Medicaid and Medical Assistance appeared first on JNBA.| JNBA
When working with our clients, one of the most common questions we face in portfolio management is: when is the right time to invest? Whether onboarding a new client or incorporating new deposits or cash, our investment team takes several factors into account when deploying funds into an investment strategy. Beyond the unique client circumstances […] The post When to Invest appeared first on JNBA.| JNBA
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 by moving away to college, entering the workforce, or pursuing other opportunities away from home. It can be an emotional time filled with complicated feelings – of various degrees – including sadness, loneliness, […] The post Embracing the Empty Nest appeared first on JNBA.| JNBA
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 you’ve been working towards, whether that’s moving away to college, trade school, enlisting in the military, starting their career or finding another adventure. It’s a milestone and a transition, where […] The post Helping Your Young Adult Thrive: 5 Ways to Offer Financial Support with Purpose appeared first on JNBA.| JNBA
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 how exactly does it work? What expenses qualify? What’s the best way to approach distribution? What are the tax implications? Here are some important considerations to keep in mind: Qualified […] The post The 101 on Your 529 Plan appeared first on JNBA.| JNBA
As Q2 2025 comes to an end and markets have evened out, the JNBA Financial Advisors Investment Committee analyzes the historic ups and downs.| JNBA
For over 40 years, JNBA Financial Advisors has championed a client-first philosophy. Advice Driven by Advocacy®| JNBA
Here are four steps to building your personalized financial plan that intertwines your values, goals, and aspirations with your financial decisions.| JNBA
Estate planning for high-net worth individuals involves many considerations beyond distributing your assets.| JNBA
A life insurance plan can be beneficial for immediate or long-term financial needs. So how do you know if life insurance is right for you?| JNBA
A concern for many retirees is the uncertainty regarding future health and the costs associated with care. So what is long-term care, how much can it cost and is getting long-term care insurance a good idea?| JNBA
