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How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?

By |2023-09-14T15:04:43-05:00September 14th, 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 Should I Prepare If I'm Expecting a Large Inheritance Down the Line?". 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].

Managing the Marathon: Stages of the Financial Race

By |2023-06-02T06:50:56-05:00June 2nd, 2023|Managing the Marathon, The Blog @JGUA|

Often times I hear many associate running a marathon as two races: the first half with your head and the second half with your heart. However, in my practice, races are made up of many parts regardless of the distance. While no race is the same, some you may find a rhythm immediately. Others, [...]

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