fbpx

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 [...]

Financially Savvy Resolutions for the New Year

By |2024-01-09T14:06:05-05:00January 9th, 2024|Investment Management, Retirement, Starting Out, The Blog @JGUA|

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 [...]

The New Investment Strategy That You Should Consider

By |2023-12-13T08:16:22-05:00December 12th, 2023|Investment Management, The Blog @JGUA|

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 [...]

Should I Be More Conservative With My Investments As I Approach Retirement?

By |2023-11-30T10:50:17-05:00November 30th, 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, "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]

Is My Retirement a Failure If I Go Back to Work?

By |2023-11-09T14:56:24-05:00November 7th, 2023|Retirement, The Blog @JGUA|

For more than twenty years you meticulously planned for this transition. As your career developed, you put in the hard work and made significant contributions to your company. All the while, in the back of your mind you anticipated the day you would be able to retire. That day arrived with great excitement and [...]

Should I Invest Outside of My Employer Plan?

By |2023-11-01T14:21:23-05:00November 1st, 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 “Should I Invest Outside of My Employer Plan?”. 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].

Key Medicare Information for 2023

By |2023-10-17T13:12:50-05:00October 17th, 2023|Retirement, The Blog @JGUA|

Medicare vs. Medicaid- Both Government sponsored health insurance Medicare’s beneficiaries are primarily age 65 and older or meet other exceptions. Beneficiaries have paid into the Medicare system through payroll taxes over their working life. Medicaid’s beneficiaries are low to moderate income individuals. This program is dependent on income. Premiums: Part A- Most people receive [...]

How Long Should I Expect to Work Based on My Career?

By |2023-11-09T14:43:37-05:00October 12th, 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 Long Should I Expect to Work Based on My Career?". 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]

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 [...]

Go to Top