How Do I Prepare For a New Child?

By |2023-11-17T08:13:00-05:00November 17th, 2023|

“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 Prepare For a New Child?". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

Maximizing Your 529 College Savings: Strategies For Unused Funds & Future Financial Planning

By |2023-08-15T10:20:34-05:00August 15th, 2023|Starting Out, The Blog @JGUA|

Back to school is in the air. If the high cost of education expenses is on your mind, it might be time to consider planning financially for your children’s future. 529 college savings plans have the benefit of letting parents and relatives invest after tax dollars to later use for qualified education expenses. Or [...]

The Supreme Court Stops Biden’s Loan Forgiveness Plan, But Hope Isn’t Lost

By |2023-08-01T09:56:45-05:00August 1st, 2023|The Blog @JGUA|

In the latest news, the U.S. Supreme Court decided against President Biden's plan to forgive student loans. A three-year pause on loan repayments is about to end, and unfortunately, there are no more extensions due to a law passed by Congress on June 2nd. But what does this mean for your wallet? No matter where [...]

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