About Andrew Baron, CFP®, Enrolled Agent

This author has not yet filled in any details.
So far Andrew Baron, CFP®, Enrolled Agent has created 10 blog entries.

How to Protect Your Identity: A Guide to Safeguarding Your Financial Future

By |2023-06-07T09:38:24-05:00May 26th, 2023|Retirement, Starting Out, The Blog @JGUA|

The 21st century has ushered in a digital revolution that has made our lives more connected and convenient than ever before. In the age of Internet banking, online shopping, and digital currencies, we've embraced a new level of accessibility to our finances. However, as our lives become increasingly entwined with the digital world, the [...]

Explaining Student Loan Relief

By |2022-09-14T07:07:54-05:00September 14th, 2022|The Blog @JGUA|

The recent news of the Biden Administration’s Student Debt Relief Plan has generated some excitement around the otherwise dull topic of student loans. Over the past 40 years, we have seen college tuition prices triple in cost. That is even after accounting for inflation! As the price of attaining higher education became more expensive, more [...]

How Much Should you Pay for an Engagement Ring?

By |2022-02-14T15:24:00-05:00February 14th, 2022|The Blog @JGUA|

By Andrew Baron, CFP®, EA Associate Advisor   Love is in the air in February with Valentine’s right around the corner! If you have been thinking about proposing to your partner, buying a ring is a major step in the perfect proposal. The obvious question is then—how much should I spend on a ring? Forget [...]

April Showers Bring May flowers: Save Now to Enjoy Later

By |2021-05-24T07:24:23-05:00May 24th, 2021|The Blog @JGUA|

By Andrew Baron, CFP®, EA   The classic saying speaks of the beautiful flowers and warmer weather that follow the dreadful rainy season of April. Cultivating these flowers take time, but are worth the wait as a symbol of sunny warmer weather soon to come. Many of us have a similar outlook on saving, we [...]

How Reputable is your Charity?

By |2021-02-17T08:04:11-05:00February 17th, 2021|The Blog @JGUA|

Giving to charity is as American as apple pie. U.S. News and World Report in fact ranks the United States as the most generous country on earth1. However, there are some unscrupulous actors out there so before you give, take a few points under consideration. First, there are many scammers more than willing to take [...]

Beyond the Numbers: Building a Realistic Spending Plan

By |2020-06-12T07:09:07-05:00June 12th, 2020|The Blog @JGUA|

By Andrew Baron, CFP® The first thing to do when beginning a financial plan is to develop a spending plan. The plan should be both comprehensive enough to effectively keep track of all the moving parts and simple enough to be useable. It’s difficult to follow a plan if you barely understand it! At the [...]

When It Comes to Succession Planning, Timing is Key

By |2019-02-13T08:56:27-05:00February 7th, 2019|Retirement, The Blog @JGUA|

By Andrew Baron, CFP®   You have built a business. You have overcome obstacles and celebrated successes. With your continued efforts, your business has provided for your family and your employees alike. When considering the sale of your business, the timing can present complications affecting others both directly and indirectly. First, the timing of the sale [...]

Not So Happy Tax Day?

By |2019-01-10T11:44:36-05:00April 17th, 2018|The Blog @JGUA|

Andrew Baron, CFP® Associate Advisor Sometimes life gets the better of us and filing taxes can slip through the cracks. There can be numerous reasons for this to happen—from general procrastination to life-altering catastrophes. Regardless of your reason, anyone may request an automatic 6-month extension. This is an extension of time to file your tax [...]

Is Your 457 Plan Leaving Money On the Table?

By |2019-01-10T11:44:57-05:00March 20th, 2018|Investment Management, Retirement, The Blog @JGUA|

Andrew Baron, CFP® Associate Advisor 457 plans, one of the lesser known retirement savings plans are a special kind of plan for non-profit organizations. The sponsor of the plan must be an employer that is either a state or local government entity or a qualifying 501(c)(3) organization. Federal employees are not covered under these plans [...]

Tax Cuts and Jobs Act of 2017

By |2019-01-10T11:45:44-05:00January 31st, 2018|The Blog @JGUA|

What has ACTUALLY changed? Andrew Baron, CFP® Associate Advisor The Tax Cuts and Jobs Act of 2017 (TCJA) was the first major shakeup in the United States tax code since The Tax Reform Act of 1986 under President Reagan. While there are significant changes to how corporations and other businesses are taxed, there are also [...]

Go to Top