Why a Large Tax Refund is Not Always a Good Thing

By |2024-03-26T09:46:52-05:00March 26th, 2024|The Blog @JGUA|

When I was a young adult, like many others, I enjoyed the excitement of tax time and the amount of money I would get back.  I would dream of what fun and exciting things I might do with this “extra money.”  Then, when starting my career in financial services, I learned the real truth [...]

Making Sense of Itemized Deductions Under The New Tax Law

By |2019-01-10T11:44:28-05:00May 14th, 2018|The Blog @JGUA|

MAKING SENSE OF ITEMIZED DEDUCTIONS UNDER THE NEW TAX LAW Lynda Tull, Associate Advisor If you’re a homeowner and you’re above the standard deduction, chances are you or your tax preparer have itemized your deductions. These deductions include, but are not limited to: Home mortgage interest payments City/state/school property taxes Personal property taxes State income [...]

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