Jonathan Ullman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Reading, MA and the surrounding communities.
When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...
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Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...
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A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...
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“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...
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Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...
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As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...
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Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan. Most people...
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There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...
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The financial industry wants to make sure you are fully aware you left something b...
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When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...
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