JGP Blog

Turning 62 comes with a host of important financial decisions. Here are 4 things you should do to navigate this milestone with confidence.

If you plan to retire in 2024, this is the checklist you need. Find out how to prepare for retiring within a year.

Looking to make financial progress but not sure where to start? A financial plan can set you in the right direction—here’s how.

As we reflect on 2022, we quickly realize the year brought many significant surprises. Read more for our outlook on 2023.

Are your financial advisor and CPA working together to lower your lifetime tax liability? If not, they should be.

Do you have a highly concentrated portfolio? Here’s why you shouldn’t put all your eggs in one basket.