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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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Donating Enough to make it Beneficial

By |2021-05-14T07:57:07-05:00February 19th, 2021|The Blog @JGUA, Womansplaining|

By Brandi Graham, CFP®, CTFA   With increased standard deductions, more taxpayers are finding they are no longer able to deduct cash contributions to charities on their tax returns.  Are you looking for smarter ways to maximize your charitable gifts while minimizing taxes? Read on for some strategic methods to give more effectively.   DON’T [...]

What Activities may Affect your Medicare Premiums Down the Road?

By |2021-05-14T07:57:18-05:00January 21st, 2021|The Blog @JGUA, Womansplaining|

By: Lynda Tull, Associate Advisor Have you heard of the IRMAA in regards to your Medicare Part B and Part D premiums? Chances are, if you have then you likely are paying these extra surcharges.   These “surcharges” or additional insurance premiums increase your regular Medicare premiums when your Modified Adjusted Gross Income (MAGI) on your [...]

Trick or Treat? The New Payroll Tax Deferral

By |2020-09-21T13:26:51-05:00September 21st, 2020|The Blog @JGUA, Womansplaining|

By Kelly M. Lewis, CFP®, JD, LLM   Check your most recent paystub dated after September 1st, 2020. Did your paycheck increase without you actively making any changes to it? If you make less than $104,000, then it might be because of President Trump’s new payroll tax deferral that is now in effect through the [...]

Holiday Financial Gift Guide

By |2019-12-17T10:19:40-05:00December 17th, 2019|The Blog @JGUA, Womansplaining|

As we’re approaching the giving season, I wanted to throw out a few unique ideas for last minute financial holiday gifts. Now, when I use the term “financial gifts” I mean something that is not your typical physical gift. Here are a few thoughts I had:   1. 529 Plan Contributions – A 529 plan [...]

Jolly Holiday Spending

By |2019-10-25T11:38:29-05:00October 25th, 2019|The Blog @JGUA, Womansplaining|

The dreaded Holiday shopping season is almost upon us! If you’re anything like me, you don’t even think about it until the season is upon us and it’s too late. I’m a last minute online shopper! This can result in a bit too much overspending because I don’t have time to shop for deals or [...]

Common Financial Failures and How to Fix Them

By |2019-10-03T09:11:54-05:00October 3rd, 2019|The Blog @JGUA, Womansplaining|

Almost all of us have financial skeletons in our closet. Whether we knew it was a mistake when we made it, or realized it shortly thereafter, we seem to have those “ouch” moments that we’re embarrassed to talk about. Well ladies, we can’t change the past, but we can change the future. You should never [...]

Back to School Shopping on a Budget!

By |2019-08-29T09:13:19-05:00August 29th, 2019|The Blog @JGUA, Womansplaining|

I remember in fourth grade, my uncle bought me these really beautiful (actually hideous, but not to my 4th grade self!) peach corduroy overalls, a white floral puffy sleeve shirt, a striped peach wool sweater to wear over it, and some brown boots to complete the outfit. I got to my first day of school [...]

Five Budget-Friendly Summer Day Trips For You and Your Girlfriends

By |2019-08-15T10:28:28-05:00August 8th, 2019|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 [...]

March Money Madness

By |2019-07-29T10:07:35-05:00March 29th, 2019|The Blog @JGUA, Womansplaining|

March Money Madness Hello wonder women of the world! Question: Did you get your balance sheet together in February? I have to say, I was quite proud of the beautiful layout I designed for you! Nothing like a little pink and purple to make finance funsies!!  Okay, now that you’ve completed the trek through your [...]

February Taking Stock: What do I have and where is it?

By |2019-07-29T10:09:37-05:00February 10th, 2019|The Blog @JGUA, Womansplaining|

February Taking Stock: What do I have and where is it? Have you ever felt so overwhelmed with everything financial that you don’t know where to start? And because you don’t know where to start….you just put it off? This month, I want to help with that overpowering feeling. I want us all to take [...]

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