Estate Planning Actions for the Small Business Owner
Submitted by Ullmann Wealth Partners on September 14th, 2021
September 15, 2021
Blog
How are we going to pay for college?
Submitted by Ullmann Wealth Partners on August 25th, 2021
Author: Caitlin Frederick, CFA, CPA
August 30, 2021
Financial Lessons for a Younger Self: Six simple lessons for a young investor to get a head start on saving for retirement
Submitted by Ullmann Wealth Partners on July 29th, 2021_0.jpeg)
Author: Pat Kilbane, J.D., CDFA®
July 29, 2021
We have had the opportunity to work with many young investors this year. This got me thinking about how I managed my finances when I was a young adult. What wisdom could I share with my younger self?
The 8 Exit Strategies for Business Owners
Submitted by Ullmann Wealth Partners on June 24th, 2021
June 30, 2021
Are you a business owner thinking about exiting your company? Which exit strategy will benefit you most? It is a tough move to undo, and you should know the pluses and minuses going in.
While the number of exit routes seems unending, you generally choose from only eight:
1. Transfer to a company or family member.
What Companies do I Own in My Investment and Retirement Accounts?
Submitted by Ullmann Wealth Partners on May 24th, 2021
May 27, 2021
As a wealth management firm, we focus on the process: your investments, your plan, and your professional advisory team. We help you and your family make smart decisions about your wealth to help mitigate taxes, take care of your heirs, protect your assets from being unfairly taken due to divorce or litigation, and if you are inclined, magnify your charitable gifts.
Mind the Behavior Gap
Submitted by Ullmann Wealth Partners on April 26th, 2021
April 27, 2021
Pandemic Related Items that May Affect Your Taxes
Submitted by Ullmann Wealth Partners on March 30th, 2021
March 29, 2021
Building a Business Is Like Being a Parent
Submitted by Ullmann Wealth Partners on February 24th, 2021
February 24, 2021
The Most Important Document in a Divorce Case: The Financial Affidavit
Submitted by Ullmann Wealth Partners on January 20th, 2021
Author: Pat Kilbane, J.D., CDFA®
January 20, 2021
A Year in Review - A New Year's Letter
Submitted by Ullmann Wealth Partners on December 31st, 2020
Author: Glenn Ullmann, President
December 31, 2020
