fbpx

Part 2: Tips to Develop a Successful College Financial Strategy

By |2019-04-06T01:17:15+00:00February 4th, 2019|Starting Out, The Blog @JGUA|

By Cynthia Rivera, J.D.   With today’s cost of a higher education, having insufficient funds to pay for college expenses is hardly an uncommon situation. In our previous article I discussed strategies that you may use when faced with the realization that the funds you dutifully invested over the years may not be enough to [...]

Spousal IRA — A Valentine’s Gift for your Spouse

By |2019-01-10T15:19:17+00:00February 13th, 2018|Investment Management, Starting Out, The Blog @JGUA|

Cynthia Rivera, JD Associate Advisor  Many of our financial decisions and future planning are borne out of love. To take care of those we love….is an ideal that permeates most of our daily thoughts and actions. So, on this Valentine’s Day, amid the flowers and chocolates you may want to consider a nonconventional gift for [...]

Are You Prepared for a Disaster?

By |2019-01-25T10:29:53+00:00December 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 [...]