How Do I Budget and Live Within My Means?

By |2024-05-16T14:23:07-05:00May 2nd, 2024|

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, “How Do I Budget and Live Within My Means?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].

New Year, New Budget: How to Refresh Your Financial Plan

By |2024-03-05T08:31:37-05:00March 5th, 2024|The Blog @JGUA|

The Budgeting Process Summary: The beginning of the New Year is the perfect time to budget for this upcoming year. To start planning your budget, begin by calculating the after-tax income of your yearly salary. After-tax income is calculated by subtracting the amount you receive after automatic deductions for a 401(K), health insurance, and [...]

Holiday Budgeting: How to Spend Smart This Holiday Season

By |2023-12-11T10:16:25-05:00December 11th, 2023|The Blog @JGUA|

Holiday shopping can be stressful as prices are increasing, and it can be easy to overspend on gifts for family and friends. With the additional purchases of decorations, travel expenses, and holiday foods for the festive family get-together, it is important to put aside time to plan accordingly to help relieve some of the unwanted [...]

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