How to Teach Children About Money

By |2021-08-11T08:14:37-05:00August 5th, 2021|The Blog @JGUA|

Written by Shirley Nelson, CFP®, J.D. In this article I will share with you some practices I have tried with my four-year-old daughter to help her grasp the concept of money. Interested in finding out more? Read on! We live in a world where paper money is slowly fading into history. Modern shopping puts goods [...]

Mid-2021 Market Dynamics

By |2021-07-22T12:17:52-05:00July 22nd, 2021|The Blog @JGUA|

Written by Mark Abdalla In 2020, large Mega Tech companies drove stock market returns. In fact, 70% of the S&P index’s 18% return last year were due to Facebook, Apple, Amazon, Microsoft, and Google (aka Alphabet). This year, returns for these big tech companies have been more volatile. In Q1, they lagged the market while [...]

Vishing: What is it & How to Protect Yourself

By |2021-07-20T11:36:42-05:00July 20th, 2021|The Blog @JGUA|

What is vishing? Also known as ‘voice phishing’, vishing is the fraudulent practice of making phone calls or leaving voice messages purporting to be from reputable institutions in order to convince individuals to reveal personal information.   Vishing attacks are on the rise Scammers continue to find new ways to trick individuals into sharing personal [...]

The Latest Stimulus Payment: Reasons to Opt Out of Monthly Advanced Child Tax Credit Payments for 2021

By |2021-07-09T12:55:29-05:00July 9th, 2021|The Blog @JGUA|

Written by Don Huff, CPA   The latest Stimulus Payment being offered to qualifying taxpayers is the prepayment of a portion of the Child Tax Credit for the 2021 tax year starting July 15. The new law temporarily raises the amount of the credit for a qualifying child. Children ages 5 and younger will receive [...]

Time. Travel. Planning. Your guide to preparing for family gatherings with different time zones and budgets.

By |2021-07-20T07:47:59-05:00June 30th, 2021|The Blog @JGUA|

Written by Peter Plevritis, Associate Advisor   Returning to Family Gatherings after the Pandemic Family, love them or hate them, you are stuck with them. Coordinating family gatherings can be daunting as a task. The past year has shown us that it can become a logistical nightmare to coordinate with family across time zones on [...]


By |2021-06-11T06:44:00-05:00June 11th, 2021|The Blog @JGUA|

Written by Jason D. Nickerson, CFP®, EA   Ahhh, summer is coming. Warm weather, sunshine, the great smell of a freshly mowed lawn, the lap of the water on the shore of a lake or ocean, Beach Boys and Bob Marley music, I mean, what can be better than all of that? I am sure reading [...]

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 [...]

Saving Now to Plan for Later

By |2021-05-17T07:18:16-05:00May 17th, 2021|The Blog @JGUA, Womansplaining|

By Amanda L. Herrick Smith, CFP®   Have the holidays ever snuck up on you and you realized your bank account just cannot sustain the impact of gift giving? Up goes the credit card balances and in comes the final squeeze of the cash flow! Year after year I continued to see this ongoing pattern [...]

Post-Pandemic Financial Self-Care

By |2021-05-10T06:59:09-05:00May 10th, 2021|The Blog @JGUA, Womansplaining|

Written by: Kelly M. Lewis, CFP®, JD, LLM Yes, I used the word “post-pandemic” even though the pandemic is not over yet. While about 30% of the United States population is fully vaccinated and mask mandates and social distancing seem to be disappearing, we are all still being cautious. What I wanted to talk about [...]

Buying Your First Home

By |2021-05-14T07:56:17-05:00April 23rd, 2021|The Blog @JGUA, Womansplaining|

Written by: Amanda L. Herrick Smith, CFP® As we go into spring and the flowers begin to bloom and we have a bit more warmth and sunshine, the housing market begins to take hold in upstate New York. Being a homeowner was something that was very important to me at a young age. I grew [...]

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