Downsizing & Direction
Simplify your lifestyle while aligning your resources with what matters most.
Downsizing & Direction
On ChatGPT and Investing
By Andrew Bennison, M.B.A., J.D ChatGPT is a software synthesizing data from across the internet to build a tool able…
Andrew Bennison
April 20, 2023
Downsizing & Direction
Do You Have a Long-Term Care Plan?
By Joe Gross, CDFA® We all have plans for what we want to do in our later years of life.…
Joseph Gross
April 3, 2023
Downsizing & Direction
3 Ways to Make Your Money Last Throughout Retirement
Joseph Gross
March 15, 2023
Downsizing & Direction
Turning 62: How to Navigate Retirement With Confidence
Joseph Gross
February 1, 2023
Downsizing & Direction
Are You Considering These Aspects of a Happy Retirement?
Joseph Gross
September 13, 2022
Downsizing & Direction
Do You Have Multiple 401(k)s? Let JGP Help Consolidate!
Joseph Gross
August 23, 2022
Downsizing & Direction
Why You Should Consider Sending Your RMDs Straight to a Charity
Joseph Gross
May 12, 2022
Downsizing & Direction
What Type of Inheritance Are You Giving to Your Children?
Joseph Gross
March 10, 2022
Downsizing & Direction
How to Transfer Wealth to the Next Generation
Jake Withnell
September 22, 2021
Downsizing & Direction
When Can I Retire & How Much Can I Spend To Live A Comfortable Life?
Jake Withnell
June 18, 2021
Downsizing & Direction
Leave a Lasting Legacy: Consider Your Impact on the World
Jake Withnell
March 12, 2020
Downsizing & Direction
What the SECURE Act Means for Your Retirement
Shannon Jones
February 12, 2020
Downsizing & Direction
Changing Jobs? Don’t Forget Your Retirement Account
Shannon Jones
July 8, 2019