financial wellness Archives - John G. Ullman & Associates

Spring Forward Your Financial Wellness

By Amelia Morris|2024-04-10T13:23:32-05:00April 10th, 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, "Spring Forward Your Financial Wellness". 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].

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].

Going Solo: Financial Wellness Tips Every Single Woman Should Have

By Lyndsey Payne, MBA|2023-08-07T13:36:52-05:00July 18th, 2023|The Blog @JGUA|

There’s a ton of advice for women regarding their family’s finances, but what about financial independency for my fellow single ladies? It is no secret that many are staying independent longer, marrying later, or simply choosing to not get married at all. Without a dual income, navigating your long term finances may seem unsettling, [...]