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 [...]
“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 Remarry If I'm Receiving Social Security Benefits From An Ex-Spouse?". 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].
Retirement is a very significant milestone that requires careful planning to ensure you are comfortable in your golden years. Whether retirement is coming up in the next few years or you have already retired, avoiding common mistakes can save you a lot of headache and sleepless nights. In this article, we are going to [...]
“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 Take The Lump Sum From My Pension?". 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]
Did you know that you may have to pay a higher premium for Medicare Part B and Medicare Part D based on a tax return from two years ago? Medicare Part B and Part D use a two-year clawback to determine premiums. The result is a surcharge, known as the Income Related Monthly Adjustment [...]
“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 Should I Prepare If I'm Expecting a Large Inheritance Down the Line?". 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].
Medicare is confusing. The main Medicare coverages are Medicare Part A, Medicare Part B, and Medicare Part D. On top of that, there are also optional Medicare supplement and advantage plans. To make things more confusing, you could get stuck with a late enrollment penalty for all your main Medicare coverages. This can happen [...]
“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 Worry About High Mortgage Rates?". 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].
“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 Retire at the Same Time as My Spouse?" 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].
HORSEHEADS, N.Y. – John G. Ullman & Associates, Inc. (JGUA) commemorated 45 years of service on Thursday, August 17th in a celebration held at its’ headquarters in Horseheads, N.Y. The celebratory event witnessed an impressive turnout, with more than 200 guests gathering to commemorate the milestone. The event featured several local vendors, including Liquid Shoes [...]
