Amelia Morris, Author at John G. Ullman & Associates

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Founded in 1978, John G. Ullman & Associates operates in New York and North Carolina. As a Registered Investment Advisor (RIA), we offer comprehensive financial planning and investment management services.

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Taxes in Retirement: Planning Strategies for Income, Withdrawals & Long-Term Efficiency

Date: 05/07/2026

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Tax-Efficient Retirement: Strategies to Help Preserve More of What You’ve Earned

Date: 05/14/2026

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Navigating 2026: Q-1 Market Insights & What’s Ahead

Date: 04/30/2026

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Maximizing Equity Compensation & Benefits: A Strategic Guide For Corning, Inc. Executives

Date: 04/14/2026

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Navigating Early or Unexpected Retirement: Planning for What’s Next

Date: 03/19/2026

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Retirement Preparedness: Strategies for a Thoughtful Transition

Date: 03/23/2026

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Locations
We’re a growing company, and we hope you’ll grow with us! Find a JGUA location near you, and learn more about each of our locations.
JGUA Headquarters

800-936-3785

607-936-8361

Rhinebeck, NY Branch Office

866-819-5046

Charlotte, NC Branch Office

800-936-3785

Corning, NY Office

607-936-3785
Locations

Horseheads Headquarters

Rhinebeck Branch Office

Charlotte Branch Office

Corning Branch Office

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“Well… It Depends!” Podcast
JGUA Financial Commentary Podcast aims to simplify personal finance for busy mid-career professionals.

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“Well… It Depends!” Podcast

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