Compound Growth: Build Your Wealth Exponentially

By |2024-03-12T07:52:14-05:00March 12th, 2024|Retirement, The Blog @JGUA|

One common misconception many of us have when it comes to investing is that it is too late to start. Whether you’re thinking about retirement, buying a new home, or even assisting your kids through college, it is never too late to start. One of the main reasons it is never too late to start [...]

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

By |2024-07-11T07:07:16-05:00March 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 [...]

Love & Money: Navigating Financial Conversations With Your Partner

By |2024-02-13T13:17:17-05:00February 13th, 2024|Investment Management, Retirement, The Blog @JGUA|

Perhaps you saw the recent article that draws a connection between merged finances and marital bliss. Researchers at Indiana University’s Kelly School of Business compared newly married couples who kept their finances separate with couples who merged their finances. They followed these couples for two years and concluded that those who merged their finances were [...]

Estate Planning Essentials: Crafting the Important Documents

By |2024-01-23T10:39:35-05:00January 22nd, 2024|The Blog @JGUA|

Perhaps your mom had a passion for cleanliness and organization as my mom did. “You created this mess, you need to clean it up” was a refrain I often heard. I’ve tried to carry this principle through my adult life. I don’t want to leave a mess for my wife, children, or co-worker to [...]

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