6 Ways to Keep your Financial Health in Check During Covid-19

By |2020-11-09T12:50:01-05:00November 9th, 2020|The Blog @JGUA|

By Darren Wilcox, JD, CFP® With the fall in temperatures has come a rise in the number of COVID-19 cases, and unfortunately we are all impacted in some way by this virus. While social distancing, wearing a mask, and avoiding non-essential travel are all great ways to reduce your likelihood of contracting COVID-19, here are [...]

Trick or Treat? The New Payroll Tax Deferral

By |2020-09-21T13:26:51-05:00September 21st, 2020|The Blog @JGUA, Womansplaining|

By Kelly M. Lewis, CFP®, JD, LLM   Check your most recent paystub dated after September 1st, 2020. Did your paycheck increase without you actively making any changes to it? If you make less than $104,000, then it might be because of President Trump’s new payroll tax deferral that is now in effect through the [...]

5 Steps to Rebuilding Emergency Funds After an Emergency

By |2020-06-19T12:56:23-05:00June 19th, 2020|The Blog @JGUA|

Written by Sarah E.J. Collier, J.D. You saved, saved and then saved some more to establish your emergency fund. Saving the 3-6 months’ worth of expenses to establish your emergency fund was no easy task. However, you just went through a financial emergency and drained your emergency fund. While this can make you feel defeated, [...]

Beyond the Numbers: Building a Realistic Spending Plan

By |2020-06-12T07:09:07-05:00June 12th, 2020|The Blog @JGUA|

By Andrew Baron, CFP® The first thing to do when beginning a financial plan is to develop a spending plan. The plan should be both comprehensive enough to effectively keep track of all the moving parts and simple enough to be useable. It’s difficult to follow a plan if you barely understand it! At the [...]

How Might the CARES Act Apply to My Taxes? Consider These 3 Tax Planning Opportunities.

By |2020-06-05T07:20:23-05:00June 5th, 2020|The Blog @JGUA|

Written By:  Amanda L. Herrick Smith, CFP®     The CARES Act along with the recent market volatility has led to some interesting tax planning opportunities for individuals to consider this year. The following are three recommendations that may help to ease the financial impact of the pandemic.   Roth Conversions - As a result [...]

A Guide to Tackling Estate Planning for the Horse Owner

By |2020-06-03T07:44:38-05:00June 3rd, 2020|Wealth Off The Land|

By Sarah E. J. Collier, JD As seen in the New York State Horse Council’s 2019 fourth quarter newsletter. It is not a hidden secret that horses are very expensive to own. A recent expense report I completed totaled the annual expenses for a ten-year-old horse, stabled at a boarding facility, at approximately $6,500 per [...]

Financial Considerations Under the CARES Act for Federal Student Loan Borrowers

By |2020-09-02T13:06:03-05:00May 22nd, 2020|The Blog @JGUA|

By: Sarah Collier, J.D. Due to the CARES Act, qualifying federal student loans are being placed in an administrative forbearance with a 0% interest rate effective March 13, 2020, through September 30th, 2020. On August 8, 2020, President Trump directed the Secretary of Education to extend the student loan relief until December 31, 2020. This [...]

Situational Awareness…Tips to protect yourself in the age of Covid-19

By |2020-05-08T07:24:04-05:00May 8th, 2020|The Blog @JGUA|

By: Elizabeth K.B. DiPietrantonio, J.D., Associate Advisor My parents used the phrase “situational awareness” a lot with me while I was growing up; okay, they still use it. In non-work situations, I am often easily distracted. I get excited about whatever is happening and become a bit, well, scattered. I tend to lose things i.e. [...]

Protecting Your Retirement in Times of Crisis

By |2020-05-01T07:21:23-05:00May 1st, 2020|The Blog @JGUA|

By Peter Plevritis, Associate Advisor   Is your retirement plan immune from the coronavirus? As coronavirus made waves in the news in late-February and early March that it was here in the United States, the stock market reacted. Since then, with glimmers of hope, we have seen a few bounces in the markets. This volatility [...]

Breaking Down the CARES Act – Specific Planning Opportunities

By |2020-04-27T10:23:41-05:00April 24th, 2020|The Blog @JGUA|

By:  Mason M. Jones, CFP®, Advisor As the saying goes, April showers bring May flowers. While the trees continue to bud and flowers bloom, families and businesses across the country continue to struggle with COVID-19 uncertainty. The CARES Act made its way through Washington quickly and covers a lot of ground. The $2.2 trillion deal was [...]

Go to Top