“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].
“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 [...]
One common misconception many of us have when it comes to investing is that it is too late to start. Whether you’re thinking about retirement, buying a new home, or even assisting your kids through college, it is never too late to start. One of the main reasons it is never too late to start [...]
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 [...]
Retirement is a significant milestone for many, but it can be a scary adjustment to go from a steady income to living off of your retirement assets. Now that you will no longer be able to rely on your working income, it is very important to strategically plan your retirement. In this article, we [...]
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 [...]
As the festive holidays come to an end, we look forward to the New Year. Welcome to 2024, the year in which setting financial goals will guide you toward reaching financial freedom. While everyone's definition of financial freedom is unique, there are a few objectives that can give you a solid foundation for the New [...]
CHARLOTTE, N.C. – John G. Ullman & Associates, Inc. (JGUA) and Lodestone Real Estate are thrilled to announce their partnership for a four-part financial seminar series. The series, slated to begin on January 25th, will cover topics such as Passive vs. Active Investment Management, Next Generation Financial Literacy, Protection of Assets and Retiring to [...]
Have you ever heard the phrase “What’s old is new again?” Well, if you haven’t, now you have. To be honest, titling this article in the spirit of what it is about would likely have you scroll right by it. Two whole sentences in and I still have you wondering what the actual topic [...]
"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 Be More Conservative With My Investments As I Approach Retirement?" 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]
