Kelly Lewis, CFP®, J.D., LLM

As part of the John G. Ullman & Associates advisory team, I’ve had the privilege of working with clients since February 2014. I’ve recently concentrated my focus on an under-served group of people: women! Women make up over 50% of the US population and are one of the fastest growing groups of investors, but the financial industry is just starting to take this changing environment into account. Women have unique financial and lifestyle challenges throughout their education, careers, and retirement that I help map out, tackle, and ultimately, together we aim for a thriving and fulfilling life.
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Five Budget-Friendly Summer Day Trips for You and Your Girlfriends

By |2022-06-07T09:42:31-05:00June 7th, 2022|The Blog @JGUA, Womansplaining|

Sometimes I wish summer had 8 days of the week! To be clear, I want the eighth day to be another Saturday, NOT another Monday. I also wish I got a “summer raise” every year, where I get paid more every summer to cover the expenses of all the exciting extra adventures that always seem [...]

You Can’t Take it With You: Spend it!

By |2022-03-30T08:58:33-05:00March 30th, 2022|The Blog @JGUA, Womansplaining|

By: Kelly M. Lewis, CFP®, JD, LLM   “They don’t need any more money; they do just fine on their own.” This is an answer I occasionally hear in my job when beginning the estate planning and wealth transfer discussion. What does it mean? When I ask clients what their goals are for their money [...]

New Take on a New Year

By |2022-01-07T09:51:47-05:00January 7th, 2022|The Blog @JGUA, Womansplaining|

By: Kelly M. Lewis, CFP®, JD, LLM I’m sure you have all seen the “new year, new you” blog posts on anything and everything; finances, weight loss, exercise, travel, career goals, etc. In fact, I think it was just last year at about this time that I wrote a similar blog for everyone to read. [...]

The Season of Open Enrollment

By |2021-10-13T08:22:14-05:00October 13th, 2021|The Blog @JGUA, Womansplaining|

Written by: Kelly M. Lewis, CFP®, JD, LLM While most of us are thinking of pumpkin spice, apple cider, leaf peeping, sweaters, Ugg® boots, and Halloween, we should not forget that many of us have an open enrollment period upon us. During this period, employees can enroll in any number of benefits offered through their [...]

Top Ten Things We Overpay For

By |2021-05-18T10:13:40-05:00May 18th, 2021|Womansplaining|

By Kelly M. Lewis, CFP®, JD, LLM Ladies, I was recently going through my monthly budget to see where my money is going. As I started adding up the costs, including the sneaky ones that don’t seem like they would have a major effect on my budget, I found that I was overspending in several [...]

Saving Now to Plan for Later

By |2021-05-17T07:18:16-05:00May 17th, 2021|The Blog @JGUA, Womansplaining|

By Amanda L. Herrick Smith, CFP®   Have the holidays ever snuck up on you and you realized your bank account just cannot sustain the impact of gift giving? Up goes the credit card balances and in comes the final squeeze of the cash flow! Year after year I continued to see this ongoing pattern [...]

Post-Pandemic Financial Self-Care

By |2021-05-10T06:59:09-05:00May 10th, 2021|The Blog @JGUA, Womansplaining|

Written by: Kelly M. Lewis, CFP®, JD, LLM Yes, I used the word “post-pandemic” even though the pandemic is not over yet. While about 30% of the United States population is fully vaccinated and mask mandates and social distancing seem to be disappearing, we are all still being cautious. What I wanted to talk about [...]

Buying Your First Home

By |2021-05-14T07:56:17-05:00April 23rd, 2021|The Blog @JGUA, Womansplaining|

Written by: Amanda L. Herrick Smith, CFP® As we go into spring and the flowers begin to bloom and we have a bit more warmth and sunshine, the housing market begins to take hold in upstate New York. Being a homeowner was something that was very important to me at a young age. I grew [...]

Pandemic Weddings: A Financial Revolution

By |2021-05-14T07:56:26-05:00April 16th, 2021|The Blog @JGUA, Womansplaining|

Written by: Elizabeth K.B. DiPietrantonio, J.D. The pandemic has changed absolutely everything. Including the way we hold meetings, the way we work, live, communicate, travel, educate children and even for many the way we get married. A lot of people have cast aside the lavish celebrations for simple intimate gatherings, others wait -deposits on hold, [...]

Why I Advocate for Pet Insurance

By |2021-05-11T11:08:13-05:00April 9th, 2021|The Blog @JGUA, Womansplaining|

Written by: Kelly M. Lewis, CFP®, JD, LLM Did you ever read that article about a couple who almost cancelled their wedding because the future husband secretly spent over $5,000 (from his own savings) on surgery for his dog, and the future bride was furious because that meant she was going to have to downsize [...]

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