JGP Wealth Management Home

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Energy-Efficient Home Upgrade Tax Credits Ending Soon

Ryan Coffee

Ryan Coffee

August 16, 2025

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The Calm After the Check: 
From Windfall to What’s Next

Jake Withnell

Jake Withnell

August 11, 2025

Uncategorized

What’s Really Going On With Social Security?

Katelyn Kalomiris

Katelyn Kalomiris

June 18, 2025

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2024 Updates to the Secure Act 2.0

Ryan Coffee

Ryan Coffee

April 23, 2024

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Do what I say, not what I do.

Andrew Bennison

Andrew Bennison

May 31, 2023

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How Not to Spoil Your Kids With Money

Joseph Gross

Joseph Gross

April 27, 2023

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Do You Have a Long-Term Care Plan?

Joseph Gross

Joseph Gross

April 3, 2023

Your Legacy

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Take Control of Your Legacy: Establish an Estate Plan Today

Joseph Gross

Joseph Gross

April 3, 2023

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3 Ways to Make Your Money Last Throughout Retirement

Joseph Gross

Joseph Gross

March 15, 2023

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Top 8 Tax-Planning Strategies for Nike Employees

Jake Withnell

Jake Withnell

March 6, 2023

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A Gift That Grows Tax-Free: Roth IRAs for Kids and Grandkids

Joseph Gross

Joseph Gross

February 28, 2023

Retire With Confidence

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Turning 62: How to Navigate Retirement With Confidence

Joseph Gross

Joseph Gross

February 1, 2023

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The Countdown Is On: Your 12-Step Retirement Planning Checklist if You’re Retiring in 2024

Joseph Gross

Joseph Gross

January 30, 2023

Financial Planning

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4 Ways Couples in Their 30s and 40s Can Start Their Financial Plan

William Paustian

William Paustian

January 22, 2023

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Are Your CPA & Financial Advisor Working Together? Here’s Why They Should Be

Jake Withnell

Jake Withnell

January 18, 2023

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Are You Ready for Tax Season? The Top 4 Tax Issues Facing Executives

Jake Withnell

Jake Withnell

November 30, 2022

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The Top Financial Mistakes I See Nike Executives Make

Jake Withnell

Jake Withnell

November 16, 2022

Tax Loss Harvesting

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Can You Use Tax-Loss Harvesting to Lower Your Tax Bill?

William Paustian

William Paustian

September 19, 2022

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Do You Have Multiple 401(k)s? Let JGP Help Consolidate!

Joseph Gross

Joseph Gross

August 23, 2022

Divorce Settlement Mistakes

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The 5 Most Common Divorce Settlement Mistakes We See

Joseph Gross

Joseph Gross

June 27, 2022

RSA NSO

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Nike: Restricted Stock Awards vs. Non-Qualified Stock Options

Ryan Coffee

Ryan Coffee

June 6, 2022

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Why You Should Consider Sending Your RMDs Straight to a Charity

Joseph Gross

Joseph Gross

May 12, 2022

Donor Advised Fund

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Could a Donor-Advised Fund Save You Money on Taxes?

Jake Withnell

Jake Withnell

May 2, 2022

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If Widowhood Happened Tomorrow, Would You Be Prepared?

Joseph Gross

Joseph Gross

April 7, 2022

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The Pros and Cons of Deferred Compensation Plans

Jake Withnell

Jake Withnell

March 17, 2022

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What Type of Inheritance Are You Giving to Your Children?

Joseph Gross

Joseph Gross

March 10, 2022

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Social Security Claiming Strategies for Single, Divorced & Widowed Women

Joseph Gross

Joseph Gross

February 15, 2022

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How to Transfer Wealth to the Next Generation

Jake Withnell

Jake Withnell

September 22, 2021

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Retirement Strategies for Single, Divorced & Widowed Women

Joseph Gross

Joseph Gross

September 13, 2021

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How to Manage Your Finances in the Midst of Divorce

Joseph Gross

Joseph Gross

September 8, 2021

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The Top 5 Financial Actions Every Nike Leader Should Take

Jake Withnell

Jake Withnell

July 22, 2021

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

Jake Withnell

Jake Withnell

June 18, 2021

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Case Study: How We Helped One Client Gain Financial Confidence After Divorce

Joseph Gross

Joseph Gross

June 2, 2021

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Case Study: How We Helped One Client Navigate Her Mother’s Estate & Buy Her Dream Home

Jake Withnell

Jake Withnell

May 10, 2021

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What All Women Should Know About Personal Finance

Joseph Gross

Joseph Gross

March 17, 2021

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How To Maximize Your Nike Executive Compensation Package

Jake Withnell

Jake Withnell

March 8, 2021

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What To Do Before You Get Divorced

Joseph Gross

Joseph Gross

February 18, 2021

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Why I Work With Divorcees

Joseph Gross

Joseph Gross

February 3, 2021

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Achieving Peak Performance: Financial Lessons We Can Learn From Athletes

Shannon Jones

Shannon Jones

August 4, 2020

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Sudden wealth or sudden loss of wealth? Divorcing after 50.

Joseph Gross

Joseph Gross

June 16, 2020

Bridge

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Leave a Lasting Legacy: Consider Your Impact on the World

Jake Withnell

Jake Withnell

March 12, 2020

The Secure Act

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What the SECURE Act Means for Your Retirement

Shannon Jones

Shannon Jones

February 12, 2020

College Savings

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College Savings Plans: Breaking Down the Complexities

Joseph Gross

Joseph Gross

November 12, 2019

A family

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5 Financial Wellness Tips for the Sandwich Generation

Shannon Jones

Shannon Jones

September 10, 2019

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8 Simple Tips for Organizing Your Finances

Joseph Gross

Joseph Gross

August 7, 2019

Changing Jobs

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Changing Jobs? Don’t Forget Your Retirement Account

Shannon Jones

Shannon Jones

July 8, 2019