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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 [...]

Financial Planning for the Sandwich Generation

By |2023-10-03T09:33:52-05:00October 3rd, 2023|Retirement, The Blog @JGUA|

I’m partial to the classic PB&J. Now mind you, it has to be freshly made (morning preparation for a noon lunch will not do, too soggy) and constructed properly, two slices of a good hearty bread with peanut butter thickly spread on both slices, and a dollop of fruit preserves in the middle (apricot is [...]

Helping Your Parents Age Gracefully – Finances

By |2023-09-07T10:50:01-05:00August 22nd, 2023|Retirement, The Blog @JGUA|

The last of the Baby Boomers (born 1946-1964) are contemplating retirement. The first of this generation are in their late seventies. For many of you, your parents are in this group, some from the previous generation (the Silent Generation were born 1928-1945). As they continue to mature, how can you help them age gracefully? [...]

Helping Your Parents Age Gracefully – The Approach

By |2023-07-25T08:30:14-05:00July 25th, 2023|Retirement, The Blog @JGUA|

Occasionally you will meet a ninety plus year old who is as mentally sharp as a chef’s paring knife and as spry as a forty year old. But this is uncommon. Most people in their nineties have either started to fade mentally or struggle to keep up physically, sometimes both. Old age catches up with [...]

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