Pre-Retirement: More Questions Than Answers

By |2023-06-20T06:36:29-05:00June 20th, 2023|Retirement, The Blog @JGUA|

Retirement is a process, not an event. There needs to be planning, preparation, adjustments and monitoring. Aside from the financial aspect, there is also a mental preparation that needs to happen, and most individuals do not plan for this part. Ultimately, the goal is to retire TO something, not FROM something. What am I [...]

Aging in Place: Independence, Comfort & Community Support

By |2023-06-07T09:28:27-05:00May 30th, 2023|Retirement, The Blog @JGUA|

On a daily basis, I seem to be having conversations my clients, my own family members and friends about ageing. My baby boomer Mother is constantly lamenting about her various woes and fears as she edges towards her golden years. The general theme amongst many I know is avoidance, fear and talk of taking [...]

IRS Contribution Limit Changes for 2018

By |2019-01-10T11:48:02-05:00November 17th, 2017|Retirement, The Blog @JGUA|

What do these changes mean for you and your retirement savings plan? Lynda Tull, Associate Advisor The IRS has announced new contribution limits for retirement savings accounts which include 401K, 403B, and most 456 plans. Changes to income limits for IRA contribution deductibility and new contribution limits for Health Savings Accounts (HSAs) have also been [...]

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