The JGUA Blog

Check out the latest articles written by JGUA Certified Financial Planners™, Associate Financial Advisors, Research Analysts, Tax Specialists and more below.

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December 10, 2024

7 Things to Consider About Joint Bank Accounts

Alex Chacho

December 3, 2024

When to collect Social Security Benefits?

Derek Doyle

November 26, 2024

Year-End Tax Planning Strategies

Nate VanBrunt

November 19, 2024

The Psychology of Saving: Behavioral Finance Hacks for Your Retirement Fund

Jakob Brost, MS

November 12, 2024

Key Medicare Information 2024

Lynda Lander, CFP®

October 22, 2024

The Role of Insurance in Financial Planning: What Clients Should Consider

Todd Brost, CFP®

October 15, 2024

Prior Income Determines Your Medicare Premium

Lynda Lander, CFP®

October 15, 2024

The Real Cost of Not Enrolling in Medicare When Eligible

Lynda Lander, CFP®

October 8, 2024

Budgeting For the Big Expenses

Andrew Dolan

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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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