Financially Savvy Resolutions for the New Year

By |2024-01-09T14:06:05-05:00January 9th, 2024|Investment Management, Retirement, Starting Out, The Blog @JGUA|

As the festive holidays come to an end, we look forward to the New Year. Welcome to 2024, the year in which setting financial goals will guide you toward reaching financial freedom. While everyone's definition of financial freedom is unique, there are a few objectives that can give you a solid foundation for the New [...]

Maximizing Your 529 College Savings: Strategies For Unused Funds & Future Financial Planning

By |2023-08-15T10:20:34-05:00August 15th, 2023|Starting Out, The Blog @JGUA|

Back to school is in the air. If the high cost of education expenses is on your mind, it might be time to consider planning financially for your children’s future. 529 college savings plans have the benefit of letting parents and relatives invest after tax dollars to later use for qualified education expenses. Or [...]

Travel Insurance Unveiled: Safeguarding Your Adventures & Peace of Mind

By |2023-08-07T13:28:54-05:00July 11th, 2023|Starting Out, The Blog @JGUA|

Travel insurance is a type of coverage that helps protect you against financial risks and unexpected situations that can occur before or during your trip, and can be especially important for overseas travel. It typically offers a range of benefits, including trip cancellation/interruption coverage, medical expense coverage, baggage loss/delay coverage, emergency assistance services, and [...]

Why Debt Shouldn’t Be Scary

By |2023-06-13T09:46:18-05:00June 13th, 2023|Starting Out, The Blog @JGUA|

Did you know that there is good debt and bad debt? Good debt is debt that you incur that will increase your overall net worth, while bad debt depletes your net worth. Good debt includes mortgages, home equity loans, and student loans. Bad debt includes credit cards, and sometimes auto and personal loans. While [...]

How to Protect Your Identity: A Guide to Safeguarding Your Financial Future

By |2023-06-07T09:38:24-05:00May 26th, 2023|Retirement, Starting Out, The Blog @JGUA|

The 21st century has ushered in a digital revolution that has made our lives more connected and convenient than ever before. In the age of Internet banking, online shopping, and digital currencies, we've embraced a new level of accessibility to our finances. However, as our lives become increasingly entwined with the digital world, the [...]

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 [...]

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 [...]

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 [...]

The True Cost of Do-It-Yourself Financial Planning

By |2023-01-12T14:19:41-05:00January 12th, 2023|Investment Management, Starting Out, The Blog @JGUA|

There are many things in life that make sense to do on your own: driving a car, getting dressed, eating, brushing your teeth, shopping for clothes. There are also activities that always are best left to professionals such as filling a cavity, setting a broken bone, or preparing a legal defense to a criminal charge. [...]

How Can I Stretch My Dollar Further in 2023?

By |2022-12-27T15:35:38-05:00December 27th, 2022|Investment Management, Starting Out, The Blog @JGUA|

As you go into the New Year, you may be considering what sustainable financial changes you can make. The big picture is very blunt – earn more money or spend less! Of course, it is not as easy to earn more money, so the real focus can be on spending less. Spending less is actually [...]

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