Jonathan Ullman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in North Kingstown, and the surrounding communities.
Do you like having a lot of options to choose from on a restaurant menu? Or, do too many choices make it harder to make your decision? If you...
Read More >
If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...
Read More >
With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
Read More >
I am reminded of Douglas Adams’ quote “It’s not the fall that kills you; it’s the sudden stop at the end.” The U.S. Government, as a way to...
Read More >
The Patient Protection and Affordable Care Act, or PPACA, has many facets to it and its implementation will be done over several years....
Read More >
We are bombarded daily with tens of thousands of decisions. In the first half hour of the day, hundreds of decisions hit us. What clothes to...
Read More >
“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...
Read More >
Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...
Read More >
Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
Read More >
Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
Read More >
