Beyond Salary: Leveraging Employee Benefits for Financial Well-Being

By |2024-05-14T07:38:52-05:00May 14th, 2024|The Blog @JGUA|

In today’s job market, focusing solely on salary when evaluating a job offer is increasingly seen as a narrow approach. A comprehensive employee benefits package can significantly enhance your financial well-being and overall quality of life. This blog post delves into the myriad ways you can leverage employee benefits to fortify your financial health, [...]

Financial Planning for a Future Together

By |2024-05-14T07:13:45-05:00May 8th, 2024|The Blog @JGUA|

Firstly, congratulations on embarking on this exciting journey! Whether you’re welcoming a fur baby, getting engaged, moving in together, or soon planning to say “I do”. These milestones signal important conversations ahead. While discussing finances might not be the most romantic topic, it’s crucial for planning your future together. When it comes to managing finances in a relationship, [...]

A Look at the Market – April 2024 Update

By |2024-05-06T12:46:05-05:00May 6th, 2024|Investment Management, The Blog @JGUA|

The S&P 500 had a total return of -4.1% for the month of April. This was its worst monthly return since September last year and is being driven by interest rate movements that have turned higher, once again. 10-Year Treasury Yield Increases to 4.6%. Source: Bloomberg Investors are now weighing the risk/reward scenarios from [...]

Refining Your Estate Plan: Updates to Consider After Completing Your Taxes

By |2024-04-23T14:21:39-05:00April 23rd, 2024|The Blog @JGUA|

Phew, tax season is done! Tax returns are filed, or maybe they are on extension. While you may be quick to diligently pack them away with prior year’s returns, don’t do so quite yet! Right now is probably the closest you will be to all your finances, and is an optimal time to take a [...]

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 [...]

A Look at the Market – March 2024 Update

By |2024-04-10T08:46:36-05:00April 10th, 2024|The Blog @JGUA|

The stock market continued its robust performance in Q1 2024 driven by big technology stocks with Generative Artificial Intelligence investment theses. The overall economy on an aggregate basis has also been strong with unemployment and inflation rates trending lower and now both at 3.8%. The S&P 500 index reached an all-time high on March [...]

The Tax-Conscious Investor: Maximizing Returns by Minimizing Taxation

By |2024-04-02T12:22:15-05:00April 2nd, 2024|The Blog @JGUA|

In today’s complex financial landscape, savvy investors understand that building a portfolio shouldn’t just be about maximizing your return for a certain level of risk. More and more people are starting to realize that you must consider the tax components of your investments, as it can have a big effect on what you are actually [...]

Why a Large Tax Refund is Not Always a Good Thing

By |2024-03-26T09:46:52-05:00March 26th, 2024|The Blog @JGUA|

When I was a young adult, like many others, I enjoyed the excitement of tax time and the amount of money I would get back.  I would dream of what fun and exciting things I might do with this “extra money.”  Then, when starting my career in financial services, I learned the real truth [...]

The Psychology of Retirement: Navigating the Emotional Aspects of Life’s Next Chapter

By |2024-04-01T13:01:20-05:00March 19th, 2024|Retirement, The Blog @JGUA|

Disney Pixar’s 2015 film, Inside Out, tells the story of the emotional conflicts of Riley, an eleven year old girl. Her dad gets a new job and moves the family from the upper Midwest to San Francisco, a move that upsets her entire world. Five emotions, Joy, Sadness, Fear, Disgust, and Anger all make [...]

Compound Growth: Build Your Wealth Exponentially

By |2024-03-12T07:52:14-05:00March 12th, 2024|Retirement, The Blog @JGUA|

One common misconception many of us have when it comes to investing is that it is too late to start. Whether you’re thinking about retirement, buying a new home, or even assisting your kids through college, it is never too late to start. One of the main reasons it is never too late to start [...]

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