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The Formula for Your Perfect Car

By |2023-05-09T07:04:26-05:00May 9th, 2023|Starting Out, The Blog @JGUA|

Whenever I see one I’m caught off guard. I’m driving somewhere, minding my own business, and there it is. A forest green Mazda Miata with a tan rag top and tan leather seats (Standard transmission of course. Why would you have such a car with an automatic transmission?) My dream car. But I don’t own [...]

Financial Stress & Anxiety: Causes and Strategies For Dealing With Them

By |2023-05-02T15:19:17-05:00May 2nd, 2023|The Blog @JGUA|

Financial stress and anxiety have become increasingly prevalent today as a result of an abundance of information right at our fingertips. This was especially evident during the Covid-19 pandemic, as many people were affected financially due to various regulations. However, it is important to recognize that financial stress and anxiety cannot always be resolved by [...]

Managing the Marathon: Rebuilding Your Base

By |2023-04-28T10:17:34-05:00April 28th, 2023|Managing the Marathon, The Blog @JGUA|

“It’s never too late to be what you might have been.” Whether its life, money, or running, we’ve all been there. For the majority of the past decade, I’ve been the person that many would recognize first and foremost as a runner. Yet, after ten years of year round double training days, nobody was as [...]

Laid Off: How to Respond With Confidence

By |2023-04-25T09:56:38-05:00April 25th, 2023|Retirement, Starting Out, The Blog @JGUA|

My dad spent his working career as a salesman for several notable companies in the grocery industry. 25 years ago company management decided their sales force was costing them too much and over several years cut it in half. My dad survived several rounds of layoffs but eventually his boss came to him with [...]

Introducing Bill & Penny Otis: A Series Showcasing How Our Team Could Help You!

By |2023-04-18T09:22:15-05:00April 18th, 2023|Meet Bill & Penny: A Series Showcasing How Our Team Can Help You!, The Blog @JGUA|

I’m David Plante, the Director of Relationship Development here at John G. Ullman & Associates and I wanted let you know a little about what my team and I do, as we introduce an exciting new initiative that could help provide you some context about our process here at the firm. We understand that [...]

How to File a Tax Return Extension

By |2023-04-14T13:11:03-05:00April 14th, 2023|The Blog @JGUA|

Even though tax season comes around year after year, filing taxes can still be a daunting task for many taxpayers. If you need more time to file your tax return, you can apply for a tax extension. However, there are some important things to keep in mind when applying for an extension. In this [...]

Managing the Marathon: A Guide to the Retirement Finish Line

By |2023-04-14T09:25:58-05:00April 11th, 2023|Managing the Marathon, The Blog @JGUA|

It comes as no surprise that managing the marathon is about playing the long game. Here’s the thing about this sport: someone is out there making a comeback, someone is in the middle of a breakthrough, someone’s battling an injury, and someone is celebrating a win. The beauty of running is we’ve all been [...]

The Financial Bucket List

By |2023-04-04T07:55:11-05:00April 4th, 2023|Retirement, Starting Out, The Blog @JGUA|

Do you have a Bucket List of experiences you want to have during life?  Many of us do. I am on a flight to Hawaii as I write this to fulfill one life adventure on my bucket list. What is on your bucket list? Checking items off bucket lists does not magically happen unless we [...]

What You Can Do To Prevent Identity Theft and Fraud

By |2023-03-28T10:32:27-05:00March 28th, 2023|The Blog @JGUA|

Reported fraud losses increased more than 70% from 2020 to 2021.  The Federal Trade Commission received over 2.8 million fraud reports from consumers in 2021 representing more than $5.8 billion in losses to fraud.  There are multitudes of methods aimed at unsuspecting citizens. Some of these include people trying to collect money for various things [...]

Managing the Marathon: Protecting Yourself On and Off the Course

By |2023-03-24T09:48:06-05:00March 24th, 2023|Managing the Marathon, The Blog @JGUA|

One thing’s for certain, there’s no cheating in marathon training. The 5am wakeups, grueling mileage, and painful interval workouts all feel worth it when the taper hits and the light is shining at the end of the tunnel. For me, a mix of medium volume and high intensity consisting of double days, 60 mile weeks, [...]

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