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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January 31, 2023

Does Your Retirement Plan Optimize These New Social Security Updates?

Sarah Collier, J.D.

January 17, 2023

Medicare Changes You Can Expect in 2023

Lynda Lander, CFP®

January 12, 2023

The True Cost of Do-It-Yourself Financial Planning

Darren Wilcox, JD, CFP®

January 3, 2023

Is Your Credit Card Right for You?

Alex Chacho

December 27, 2022

How Can I Stretch My Dollar Further in 2023?

Todd Brost, CFP®

December 20, 2022

Finding the Perfect Gift this Season

Scott Townsend, CFP®

December 13, 2022

Reviewing Your Financial Health

Alex Chacho

December 8, 2022

Psychology of Money: Protecting Your Wealth from Yourself

JGUA Advisors

November 30, 2022

Can Your Financial Plan Survive a Disaster?

JGUA Advisors

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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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