As a Freelancer, Should I Increase My Rates or Broaden My Client Base to Make More Money?

By |2024-05-16T15:17:38-05:00May 16th, 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].

From The President’s Chair: A Conversation on a Busy Q-1, Strategic Growth, Exciting Initiatives and a Forward-Looking Q-2

By |2024-04-11T12:23:10-05:00April 11th, 2024|JGUA In The News|

“Now we’ve got the prior year totally behind us, let’s move this forward. Whether it’s helping a client on a one-to-one basis move closer to their goals and objectives, or people within the company moving the company forward on their goals and objectives. It’ll be interesting to watch what kind of ideas get created [...]

Clemens Center and John G. Ullman & Associates, Inc. Collaborate for Three-Part Financial Education Series

By |2024-06-05T14:40:53-05:00March 4th, 2024|JGUA In The News|

ELMIRA, N.Y. – The Clemens Center and John G. Ullman & Associates, Inc. (JGUA) are excited to announce their collaboration for a three-part financial education series that is scheduled to begin April 3. The series, titled “Not Dead Yet!”, will focus on topics including retirement, legacy planning and cybersecurity. Each presentation will feature members [...]

Enjoying a Timeshare Vacation without Breaking the Bank

By |2024-01-04T07:47:51-05:00January 4th, 2024|The Blog @JGUA|

My wife and I recently sat through a timeshare sales presentation. We received an attractive postcard in the mail a year ago with an invitation to stay at a wonderful resort in Orlando for a reduced rate. The only caveat was that we needed to attend a 90 minute sales presentation.  Our sales person [...]

From The President’s Chair: A Reflective Conversation on 2023 Achievements, Strategic Growth and a Peek Into 2024

By |2024-01-03T09:29:39-05:00January 3rd, 2024|JGUA In The News, The Blog @JGUA|

“I’m not sure that we’ve really stepped back in a long time … We did a lot this year, we got a lot accomplished. It’s incredibly impressive and exciting that we got to celebrate these milestones with our clients and our team. But I think we’re all thinking now, what can we do next?” [...]

John G. Ullman & Associates, Inc. to Headline Weekly Financial Health Segment on WENY-TV in 2024

By |2023-12-29T10:23:13-05:00December 29th, 2023|JGUA In The News|

HORSEHEADS, N.Y. – John G. Ullman & Associates, Inc. (JGUA) is proud to announce its upcoming collaboration with WENY-TV for a weekly financial health segment throughout 2024. The series will be a comprehensive exploration of various financial topics and events aimed at helping viewers enhance their financial well-being in the New Year. Weekly segments [...]

Andrew Baron Tabbed as Next Lead Advisor of John G. Ullman & Associates, Inc. Rhinebeck Branch

By |2023-12-28T08:48:33-05:00December 28th, 2023|JGUA In The News|

RHINEBECK, N.Y. – In an announcement made late last week, John G. Ullman & Associates, Inc. (JGUA) President & Chief Operating Officer Jason Nickerson, CFP®, EA, tabbed Andrew Baron, CFP®, EA as the next lead advisor of the JGUA Rhinebeck location. Baron, a member of the JGUA Advisor team since 2017, is slated to [...]

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