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So far JGUA Advisors has created 35 blog entries.

Trick or Treat? The New Payroll Tax Deferral

By |2023-09-13T10:35:58-05:00September 21st, 2020|The Blog @JGUA|

Check your most recent paystub dated after September 1st, 2020. Did your paycheck increase without you actively making any changes to it? If you make less than $104,000, then it might be because of President Trump’s new payroll tax deferral that is now in effect through the end of the year. Every payday, 7.65% [...]

Protecting Your Retirement in Times of Crisis

By |2020-05-01T07:21:23-05:00May 1st, 2020|The Blog @JGUA|

By Peter Plevritis, Associate Advisor   Is your retirement plan immune from the coronavirus? As coronavirus made waves in the news in late-February and early March that it was here in the United States, the stock market reacted. Since then, with glimmers of hope, we have seen a few bounces in the markets. This volatility [...]

Budgeting during the Covid-19 Crisis

By |2020-03-27T12:28:07-05:00March 27th, 2020|The Blog @JGUA|

By: Peter L. Plevritis, Associate Advisor The coronavirus has led to a near shutdown of local businesses and the U.S. economy. During this time of financial uncertainty, it may be prudent to build a budget that works for you and your family. We understand this will not be easy in the midst of a pandemic, [...]

Holiday Financial Gift Guide

By |2019-12-17T10:19:40-05:00December 17th, 2019|The Blog @JGUA|

As we’re approaching the giving season, I wanted to throw out a few unique ideas for last minute financial holiday gifts. Now, when I use the term “financial gifts” I mean something that is not your typical physical gift. Here are a few thoughts I had:   1. 529 Plan Contributions – A 529 plan [...]

Common Financial Failures and How to Fix Them

By |2023-09-13T10:37:08-05:00October 3rd, 2019|The Blog @JGUA|

Almost all of us have financial skeletons in our closet. Whether we knew it was a mistake when we made it, or realized it shortly thereafter, we seem to have those “ouch” moments that we’re embarrassed to talk about. Well ladies, we can’t change the past, but we can change the future. You should [...]

Back to School Shopping on a Budget!

By |2023-09-13T10:38:05-05:00August 29th, 2019|The Blog @JGUA|

I remember in fourth grade, my uncle bought me these really beautiful (actually hideous, but not to my 4th grade self!) peach corduroy overalls, a white floral puffy sleeve shirt, a striped peach wool sweater to wear over it, and some brown boots to complete the outfit. I got to my first day of [...]

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

By |2023-09-13T10:47:46-05:00August 8th, 2019|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 [...]

John Ullman featured as a panelist at the 2019 Economic Forum Highlighting Corporate Park

By |2019-05-08T11:39:31-05:00May 8th, 2019|The Blog @JGUA|

The Chemung County Chamber of Commerce recently shared the March edition of their newsletter "Today's Chamber". The first story highlights the 26th Annual Economic Forum which was held February 20th at the Holiday Inn. John Ullman, President of John G. Ullman & Associates, was featured as a panelist at the annual event. During his presentation [...]

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