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JGP Blog


How to Transfer Wealth to the Next Generation Thumbnail

How to Transfer Wealth to the Next Generation

Do you want to leave a lasting legacy that spans generations to come? If you’re like most of our clients, the answer is a resounding yes! And while this is a noble goal to have, transferring wealth to the next generation can come with its own set of challenges. For example, you might be protecting your assets in the best possible way now, but what happens after it’s transferred? How much could you lose to taxes? Your estate may be protected when it’s in your hands, but will that continue once in your heir’s possession?

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Retirement Strategies for Single, Divorced & Widowed Women Thumbnail

Retirement Strategies for Single, Divorced & Widowed Women

How can women start planning for their retirement journey, especially when their life situation doesn’t look like the norm? Between longer life expectancy, lower marriage rates, and consistently high divorce rates, it’s estimated that 80% of women will end up alone. That means it’s never been more important for women to start taking control of their financial life.

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How to Manage Your Finances in the Midst of Divorce  Thumbnail

How to Manage Your Finances in the Midst of Divorce

Financial crises can arise in our lives in many different ways. You could have walked away from a stream of income at some point or lost a considerable amount of money in an investment. There are ups and downs to managing your money, but some events can significantly impact your financial situation, such as divorce from a longtime spouse.

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The Top 5 Financial Actions Every Nike Leader Should Take Thumbnail

The Top 5 Financial Actions Every Nike Leader Should Take

There’s a never-ending supply of financial advice out there. One person may tell you to open a Roth IRA and max it out. Another may tell you to open 529 college savings plans for all your kids. At the end of the day, you may not even know which advice applies to your situation and which doesn’t. It can feel completely overwhelming.

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What Does a Financial Plan Look Like?  Thumbnail

What Does a Financial Plan Look Like?

It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to a life transition. Since there is no one-size-fits-all formula for creating a financial plan that will make your goals a reality, you need customized financial guidance from someone who is familiar with your situation and can help you navigate the complicated decisions and opportunities you face.

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When Can I Retire & How Much Can I Spend To Live A Comfortable Life?  Thumbnail

When Can I Retire & How Much Can I Spend To Live A Comfortable Life?

A lot of people used to think that 4% was a safe withdrawal rate. If you only withdrew 4% of your retirement savings a year, it would be enough to last at least 30 years. This meant that if you needed $120,000 a year to live comfortably in retirement, you could save up $3 million and be set for life.

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