About Alex Chacho

This author has not yet filled in any details.
So far Alex Chacho has created 6 blog entries.

Tax Planning Beyond April 15th: Strategies for Year-Round Tax Efficiency

By |2024-04-16T13:03:30-05:00April 16th, 2024|The Blog @JGUA|

Tax season might only come around once a year, but saving on taxes is a year-round endeavor. By considering tax saving strategies throughout the year, you can minimize your tax burden and keep more of your hard-earned money in your pocket. Stay Organized: Good recordkeeping is the foundation of effective tax planning. Keep track [...]

Making a Meaningful Impact: Seven Creative Ways to Utilize Surplus RMD Funds

By |2023-09-07T10:40:36-05:00August 8th, 2023|Charitable Giving, Retirement, The Blog @JGUA|

There comes a time when everyone who has a tax advantaged account such as an IRA or 401(k), will have to begin Required Minimum Distributions (RMD’s). In 2023, if you are 73, you will be required to withdraw a certain amount of money from your IRA each year. The idea behind this, is that [...]

Travel Insurance Unveiled: Safeguarding Your Adventures & Peace of Mind

By |2023-08-07T13:28:54-05:00July 11th, 2023|Starting Out, The Blog @JGUA|

Travel insurance is a type of coverage that helps protect you against financial risks and unexpected situations that can occur before or during your trip, and can be especially important for overseas travel. It typically offers a range of benefits, including trip cancellation/interruption coverage, medical expense coverage, baggage loss/delay coverage, emergency assistance services, and [...]

Reviewing Your Financial Health

By |2022-12-13T09:15:07-05:00December 13th, 2022|Retirement, Starting Out, The Blog @JGUA|

Heading into the end of the year and looking forward to 2023, we here at JGUA wanted to give some insight into some financial considerations for you and your family. Making sure you are aware of and in control of your financial health is important, and we are here to help. First thing to consider [...]

Setting Your Budget for the Holiday Season

By |2022-11-22T10:12:31-05:00November 22nd, 2022|The Blog @JGUA|

With the holiday season just around the corner, I thought it would be helpful to come up with some helpful tips and tricks to curb that spending that is troublesome every year. Whether it’s attending parties, buying gifts, or bringing your family together to celebrate, you need to figure out how you will be able [...]

Go to Top