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So far JGUA Advisors has created 43 blog entries.

Aging in Place: Independence, Comfort & Community Support

By |2023-11-20T14:23:35-05:00May 30th, 2023|Retirement, The Blog @JGUA|

On a daily basis, I seem to be having conversations my clients, my own family members and friends about ageing. My baby boomer Mother is constantly lamenting about her various woes and fears as she edges towards her golden years. The general theme amongst many I know is avoidance, fear and talk of taking [...]

Psychology of Money: Protecting Your Wealth from Yourself

By |2023-08-29T12:37:52-05:00December 8th, 2022|The Blog @JGUA|

When we think of finances, we think of dollar bills, counting change, stock prices, and mathematical precision. What we do not think of is how our emotions, biases, and personal history contribute to all of the financial decisions we make. As Morgan Housel says in his book The Psychology of Money, “Financial success is not [...]

Can Your Financial Plan Survive a Disaster?

By |2023-11-20T14:42:32-05:00November 30th, 2022|The Blog @JGUA|

The headlines have been somewhat alarming lately; it seems as if there is an overarching potential disaster waiting just around the corner. For those of us that did not live through the cold war, the daily threat of nuclear winter is a touch overwhelming. Throw in catastrophic hurricanes, tornados, etc. and suddenly you may [...]

I’ve Started a New Job, Now What?

By |2022-09-28T08:21:18-05:00September 28th, 2022|Starting Out, The Blog @JGUA|

Congratulations! You’ve landed a new job! Exciting news can cause a range of new emotions; happiness, pride, angst, or even fear. So what now? How do you start fresh in the most efficient way? The answer you seek is simple, Bounce. No do not literally jump up and down. Use the term for motivation and [...]

Five Budget-Friendly Summer Day Trips for You and Your Girlfriends

By |2023-09-13T10:35:08-05:00June 7th, 2022|The Blog @JGUA|

Sometimes I wish summer had 8 days of the week! To be clear, I want the eighth day to be another Saturday, NOT another Monday. I also wish I got a “summer raise” every year, where I get paid more every summer to cover the expenses of all the exciting extra adventures that always [...]

You Can’t Take it With You: Spend it!

By |2023-09-13T09:48:28-05:00March 30th, 2022|The Blog @JGUA|

“They don’t need any more money; they do just fine on their own.” This is an answer I occasionally hear in my job when beginning the estate planning and wealth transfer discussion. What does it mean? When I ask clients what their goals are for their money when they die, there are two general [...]

Gifting Outside the Box

By |2021-11-23T09:40:50-05:00November 23rd, 2021|The Blog @JGUA|

Thanks to online shopping, it has never been easier to make purchases throughout the year. In times past, it was a big event to go out to stores at certain times of the year to shop for the holidays, especially on Black Friday. Cyber Monday then came around and eventually extended beyond just Monday. Households [...]

The Season of Open Enrollment

By |2023-09-13T09:46:01-05:00October 13th, 2021|The Blog @JGUA|

While most of us are thinking of pumpkin spice, apple cider, leaf peeping, sweaters, Ugg® boots, and Halloween, we should not forget that many of us have an open enrollment period upon us. During this period, employees can enroll in any number of benefits offered through their employers. Did you know that according to [...]

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