Navigating Life Transitions by JNBA Financial Advisors

Navigating a Significant Change in Income


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You got a promotion! While the shiny new title and accompanying salary bump can mean great things for your bank account, it also opens up a number of other opportunities and considerations. In this episode of Navigating Life Transitions, host Kim Insley talks with two JNBA Financial Advisors and a Certified Public Accountant from one of our strategic partners about what to do if you have recently experienced a significant change in your income. 

DISCLAIMER:
The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. JNBA is not an insurance agent and no portion of the above should be construed as insurance advice. All insurance issues should be addressed with the insurance professional of your choosing. JNBA nor its employees sell insurance products. JNBA is not an agent of the Social Security Administration. All claiming strategies and benefits must be verified and accepted by the Social Security Administration. JNBA is not an agent...

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Navigating Life Transitions by JNBA Financial AdvisorsBy JNBA Financial Advisors