You have been preparing for this transitionary period throughout the course of your career and you have finally arrived. Welcome to Retirement. During this time, you begin to consider what steps must be taken to ensure an enjoyable retirement. Retirement Planning is an exciting and anticipatory time in one's life. However, for some people, retirement [...]
CHARLOTTE, N.C. – John G. Ullman & Associates, Inc. (JGUA) celebrated the opening of its Charlotte Branch office in an event held on Thursday, November 9th. The celebration, hosted at Legion Brewing Company South Park, drew a large crowd, including firm leadership, advisors, and members of the business development team. Legion Brewing Company provided [...]
“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 Do I Financially Support Aging Parents?". 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].
October has historically been a poor month for equity investors with major stock market crashes in the Octobers of 1929, 1987 and 2008. This past October, the S&P 500 stock index fell by 2.8% weighed down by… The uncertainty that comes with a new Middle East war Political infighting even within singular parties as witnessed [...]
“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].
In the intricate world of financial decision-making, clarity and objectivity are paramount. At John G. Ullman and Associates, we recognize the need for transparency and a client-centric approach. As we delve into the common inquiry regarding fee-only versus fee-based wealth management, let's explore the benefits of a fee-only model and offer an objective perspective [...]
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 [...]
“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]
Up until September, the stock market had been having a great year rebounding 15% from the bear market of 2022. Then September came and the S&P 500 index dropped 5%. The narrative from investors changed from “peak interest rates” to “higher interest rates for longer” to “higher interest rates forever”. This new environment is [...]
Rhinebeck, N.Y. – John G. Ullman & Associates, Inc. (JGUA) commemorated the 25-year anniversary of the opening of its’ Rhinebeck branch office on Thursday, September 28th. The event, held at Betsy Jacaruso Studio & Art Gallery, featured an intimate crowd that gathered to celebrate the milestone with a contingent of firm leadership, advisors and [...]
