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.
When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
Read More >
Creating a balanced financial life is a lifelong process. As soon as you get one thing straightened out, it seems like another issue pops up...
Read More >
The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
Read More >
It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...
Read More >
Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...
Read More >
You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
Read More >
It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...
Read More >
A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...
Read More >
In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...
Read More >
In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...
Read More >
