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Are You Maximizing Your Employer’s Retirement Benefits?

By |2022-09-22T15:01:22-05:00September 22nd, 2022|Retirement, The Blog @JGUA|

It’s no doubt that making these type of decisions can be nerve-racking and reviewing your benefits can be very complicated. Although capable, sometimes it’s hard to find the time to digest all your options and analyze all the various benefits. Making the wrong election can have financial consequences for you, either now or in the [...]

So You’re Thinking About Retiring

By |2022-09-14T16:12:33-05:00September 7th, 2022|Retirement, The Blog @JGUA|

Are you counting down the days, or is retirement still a nebulous concept of some far off Neverland, or are you somewhere in between. Wherever you are in your process, retirement demands answers to a host of questions. The better your answers, the more enjoyable your retirement years will be.   Why are you retiring? [...]

I’ve Retired. Now What?

By |2022-03-16T08:07:46-05:00March 16th, 2022|Retirement, The Blog @JGUA|

When asked several months after retiring from a long career in higher education how her retirement was going a client replied, “I made the classic mistake”.  I asked, what was the mistake? “I retired from something instead of to something,” she said.  She went on to explain that she really did not have a lifestyle [...]

When It Comes to Succession Planning, Timing is Key

By |2019-02-13T08:56:27-05:00February 7th, 2019|Retirement, The Blog @JGUA|

By Andrew Baron, CFP®   You have built a business. You have overcome obstacles and celebrated successes. With your continued efforts, your business has provided for your family and your employees alike. When considering the sale of your business, the timing can present complications affecting others both directly and indirectly. First, the timing of the sale [...]

Four Basic Components of Succession Planning on the Family Homestead

By |2019-02-05T14:57:00-05:00February 5th, 2019|Equestrian’s Corner, Retirement, The Blog @JGUA|

By Sarah Collier, J.D.   Growing up on a small farm, I know all too well that farmers take pride in their hard work on the farm. It’s those memorable events like three generations working together to build a barn that are the reasons why the farmer wants the family homestead to pass from generation [...]

Are Target Date Funds a Bulls-eye or off the Board?

By |2019-02-07T09:30:46-05:00January 3rd, 2019|Investment Management, Retirement, The Blog @JGUA|

Target Date Funds Explained By Mason Jones, CFP®   Target date funds (TDFs) have been around for over two decades. These funds are meant to help investors simplify their decision-making in how to allocate and diversify their assets, especially as they get closer to retirement age. The funds are created by a specific mutual fund [...]

Is Your 457 Plan Leaving Money On the Table?

By |2019-01-10T11:44:57-05:00March 20th, 2018|Investment Management, Retirement, The Blog @JGUA|

Andrew Baron, CFP® Associate Advisor 457 plans, one of the lesser known retirement savings plans are a special kind of plan for non-profit organizations. The sponsor of the plan must be an employer that is either a state or local government entity or a qualifying 501(c)(3) organization. Federal employees are not covered under these plans [...]

Do you qualify to utilize a QCD?

By |2019-01-10T11:45:18-05:00March 8th, 2018|Charitable Giving, Investment Management, Retirement, The Blog @JGUA|

If you do, reviewing your QCD strategy this Tax Season should be a priority... Kathryn W. Gerwig, CFP® Senior Advisor As you complete your 2017 income tax returns, keep in mind some tax provisions that will possibly be more important for 2018 and future years’ tax planning.  In 2015, the Protecting Americans from Tax Hikes Act [...]

Are You Prepared for a Disaster?

By |2019-01-25T10:29:53-05:00December 12th, 2017|Investment Management, Retirement, Starting Out, The Blog @JGUA|

Are You Prepared for a Disaster? Nora Smith, Information Services Manager This Holiday season, so many of us are watching the news helplessly as the fires rage in California and thousands have been forced to leave their homes. The ongoing natural disaster in the West comes on the heels of a horrific Hurricane season that [...]

IRS Contribution Limit Changes for 2018

By |2019-01-10T11:48:02-05:00November 17th, 2017|Retirement, The Blog @JGUA|

What do these changes mean for you and your retirement savings plan? Lynda Tull, Associate Advisor The IRS has announced new contribution limits for retirement savings accounts which include 401K, 403B, and most 456 plans. Changes to income limits for IRA contribution deductibility and new contribution limits for Health Savings Accounts (HSAs) have also been [...]

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