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Archive for October 2020

JMG Firm News September 2020

Firm News

From Our CEO As we approach the fourth quarter during this very unusual year, I thought it would be a nice change of pace to share some good news with you! The rewarding part of our industry is the gratification of client satisfaction and trust. I continue to be proud of the depth of our…

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Changing State Residency

Advisor Perspective

Changing state residency is something we see regularly due to job changes or retirement, or for income tax reasons. A surprising effect of COVID-19 is the desire for more people to change their residency and the possibility of state income tax problems. As more people have been working from home successfully, we’ve seen an increase…

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