financial planning

Graduation Season for Soon to Be Empty Nesters

By Amelia Morris|2024-05-08T10:50:30-05:00May 8th, 2024|

"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "Graduation Season for Soon to Be Empty Nesters". 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].

How Do I Budget and Live Within My Means?

By Andrew Baron, CFP®, Enrolled Agent|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].

What Should I Know About The FIRE Movement?

By Andrew Baron, CFP®, Enrolled Agent|2024-04-18T12:19:23-05:00April 18th, 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, “What Should I Know About The FIRE Movement?". 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
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From The President’s Chair: A Conversation on a Busy Q-1, Strategic Growth, Exciting Initiatives and a Forward-Looking Q-2

JGUA In The News

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

By Ryan Sargent, Marketing & Communication Manager|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
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Clemens Center and John G. Ullman & Associates, Inc. Collaborate for Three-Part Financial Education Series

JGUA In The News

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

By The Clemens Center & John G. Ullman & Associates, Inc.|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 [...]

What Does Being a “Fiduciary” Really Mean?
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What Does Being a “Fiduciary” Really Mean?

The Blog @JGUA

What Does Being a “Fiduciary” Really Mean?

By David Plante, CFP®, Director of Relationship Development|2024-03-04T08:34:53-05:00February 28th, 2024|The Blog @JGUA|

In the financial world, "fiduciary" is a term thrown around like confetti, often losing its true meaning and raising eyebrows instead of trust. Let’s dive into what it truly means to be a “fiduciary”! What is a Fiduciary’s Duty? At its core, fiduciary duty is a solemn vow. It's a legal and ethical commitment [...]

Should I Gamble?

By Andrew Baron, CFP®, Enrolled Agent|2024-02-15T14:03:04-05:00February 15th, 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, "Should I Gamble?" 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].

Love & Money: Navigating Financial Conversations With Your Partner
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Love & Money: Navigating Financial Conversations With Your Partner

Investment Management, Retirement, The Blog @JGUA

Love & Money: Navigating Financial Conversations With Your Partner

By Scott Townsend, CFP®|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 [...]

Should I Rent or Sell My Home?

By Andrew Baron, CFP®, Enrolled Agent|2024-02-08T10:17:19-05:00February 8th, 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, "Should I Rent or Sell My Home?" 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].

Share The Wealth: Meet The Hosts

By Amelia Morris|2024-01-17T08:51:25-05:00January 17th, 2024|

"Share The Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series for women, by women. In this week's inaugural episode, Lyndsey and Leyah introduce themselves and lay the path for the podcast. 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].