Navigating an Empty Nest
Adjusting to life after your kids leave home can be bittersweet, but it’s also a chance to hit “reset.” Whether you’re planning your next adventure or feeling all the emotions, we’ve got you covered. In this episode of the “Navigating Life Transitions” podcast, host Kim Insley and the JNBA Team share their personal stories and offer valuable insights on embracing this major life change.
Seasonal Trends in the Market
How can seasonality trend within stock markets? The JNBA Investment Committee takes a look at recent calendar months in comparison to this time in previous years.
Countdown to Retirement: Are You Ready?
When it comes to retirement, there is more to prepare than just your bank account. Often overlooked are the emotional and psychological changes that occur during this new chapter. On this episode of JNBA’s podcast, “Navigating Life Transitions,” we cover these considerations and more with host Kim Insley and JNBA Financial Advisors team members Elise Huston, Stephanie Rossi and Noel Silker.
Changes to Tax Policies Coming in 2026
The 2017 Tax Cuts and Jobs Act (TCJA) is set to sunset at the end of 2025 and several key provisions will expire with no new legislation to amend, extend, or replace them. While January 1, 2026, may seem far away, there could be benefits to gaining knowledge and initiating tax planning in advance.
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