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Tuesday, April 28, 2026

The wellness industry has expanded rapidly over the past decade. Since 2013, it has doubled in size and is already a multi-trillion-dollar global industry . As wellness makes its way into mainstream culture, it has become increasingly...

Monday, March 30, 2026

Tax season has a way of making people feel overwhelmed and behind. There are forms to gather, deadlines to meet, and anxiety that persists about whether you have done everything right. By the time April arrives, most people simply want...

Thursday, February 26, 2026

CitriniResearch and Alap Shah’s 2/22/26 piece titled “The 2028 Global Intelligence Crisis” is thought-provoking, well-researched, and beautifully written. It lays out a scenario of economic and societal collapse driven by the unhinged...

Monday, February 23, 2026

As I approach the midpoint of my second decade helping wealthy families and individuals implement financial plans, I have come to deeply appreciate just how difficult it is to accumulate meaningful wealth. What I’ve also learned is...

Wednesday, January 28, 2026

At first glance, a wealth management firm may seem like an unlikely place to find deep expertise in divorce-related financial issues. But for us, this focus did not emerge from a marketing plan; it grew organically from real client...

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Friday, December 26, 2025

Our four-year-old granddaughter, Maeve, came to our house for a sleepover during the Christmas holiday. She was eating breakfast (talking mostly and eating a little) and asked, “What is your Rose, what is your Thorn, and what is your...

Monday, November 17, 2025

The three-year period from 2021 through 2023 was an extraordinary time in my life. After a career in building financial plans, managing investment portfolios, and advising successful business owners, I took the plunge into...

Tuesday, October 28, 2025

If I listened to every TV “expert,” cousin, friend, or golf course buddy who had the latest investment idea, I probably wouldn’t have enough money left to buy lunch. Everyone has an opinion on investing and money matters, and it has...

Monday, September 29, 2025

Family businesses can be incredible wealth generators that create a strong sense of legacy and accomplishment. With a never-ending desire to constantly improve, it is easy for entrepreneurs to fall into the trap of solely reinvesting...

Saturday, August 30, 2025

The Ins and Outs of Buying a Condominium or Townhome for First-Time Buyers\ First-time homebuyers face significant challenges in today’s market due to a mix of high mortgage rates, increased home prices, and rigid lending standards....

Saturday, July 26, 2025

Avoiding the Estate Planning “Jamaica Mistaica”: Where did Jimmy Buffett’s Estate Plan Go Wrong — and What Can You Learn from Him? American singer-songwriter, author, entrepreneur, beloved “Parrothead” leader Jimmy Buffett passed...

Thursday, June 26, 2025

The loss of a loved one is a devastating event that we will all unfortunately experience. While dealing with overwhelming grief and confusion, several necessary tasks must be completed. While thinking about what comes next may feel...

Tuesday, May 27, 2025

One of the most frequently asked questions we hear from clients is “How much should we have in cash?” For many, cash is a low-yielding asset that should be minimized to the extent it’s not necessary. To others, it is a psychological...

Wednesday, April 30, 2025

2025 has been eye-opening for me as a freshman in college, interning at Ullmann Wealth Partners. During my first year in college, there were a lot of new experiences and adventures, but also responsibilities and pressure. I have...

Tuesday, March 18, 2025

During a chat with a good friend, she mentioned an acquaintance “who is so intentional.” It struck me then, and I have been thinking about it ever since. What did she mean? For those of you who know me, you won’t be surprised to know...

Tuesday, February 25, 2025

While life after selling a company is often painted as a dream come true, for many entrepreneurs, the transition is filled with unexpected challenges. The years of stress, dedication, problem-solving, and leadership hopefully culminate...

Thursday, January 30, 2025

Family businesses are a dynamic source of wealth. Oftentimes, business owners will maintain relatively low liquidity due to constant reinvestment into the business. This makes the timing of a sale critical. First, business owners want...

Monday, December 30, 2024

Dear Clients, Colleagues and Friends, Happy New Year. As the calendar gets to its shortest days, our ancient ancestors feared that daylight would continue to decrease until there was no light from the sun. They created festivals that...

Friday, November 22, 2024

Tracking Your Passive Income: Another Key Metric in Assessing Your Financial Progress In my late teens and early 20s, I was intrigued by personal finance and investing. My Dad had a demanding job as a materials & logistics manager for...

Monday, September 30, 2024

What are the trends in public versus private markets? Publicly traded companies include household names listed on the stock exchanges, such as Coca-Cola, Proctor and Gamble, and Apple. Given the available access to public information...

Tuesday, August 27, 2024

At about this time every quadrennial, one of the most frequently asked questions (in many different yet similar iterations) from clients is: “What do you think will happen to my portfolio if “x candidate” wins the U.S. Presidential...

Thursday, July 25, 2024

A student living on campus at an in-state public 4-year institution can expect to pay a total of $108,584 to attend college[1]. Due to this high cost, student loans often become necessary for individuals seeking higher education....

Wednesday, June 26, 2024

In the world of wealth management, expertise is not just a desirable trait; it's the cornerstone of trust and reliability. At Ullmann Wealth Partners, we take pride in our team members' diverse range of credentials, each representing a...

Thursday, May 23, 2024

As many of you know, I was introduced to philanthropy as a young child. My mother gave her time to many local organizations, not the least of which was United Jewish Appeal (UJA). Initially, she gave her time to UJA to help the elderly...

Tuesday, April 30, 2024

This article will discuss the concept of direct indexing and explain why an investor may choose this approach over other separately managed account strategies, a mutual fund or an exchange-traded fund (ETF).

Tuesday, March 26, 2024

The Corporate Transparency Act (CTA) addresses the disclosure of corporate ownership and the prevention of money laundering and the financing of terrorism and other illicit acts. The CTA was signed into law on January 1, 2021. Many of...

Thursday, February 15, 2024

If your email, credit or identity gets hacked, it can be a nightmare. It is important that you act fast. Here is a step-by-step guide of what to do.  

Monday, January 29, 2024

Every financial tool has its pros and cons. As a result of the Fed’s sharp and frequent increases to the Federal rates in 2022 and 2023, cash investments are now offering yields around 5% - the highest in multiple decades....

Thursday, November 30, 2023

Once you have provided for your own personal expenses and retirement, it may be time to consider how your money could benefit others and create a family legacy of giving.. Giving away some of your money is a great way to support the...

Monday, October 30, 2023

This past legislative session marks the fourth time the Florida Legislature has passed an alimony reform bill over the last decade.  However, the three previous bills have been vetoed by the Governor (twice by Governor Scott and...

Tuesday, September 26, 2023

One of the fundamental decisions facing small business owners is choosing the right business structure. Some of the most common options include the following: Sole Proprietorship, Partnership, Limited Liability Company (LLC), S...

Thursday, August 24, 2023

Having a baby is an adventure that involves many significant emotional and financial decisions. Initial concerns range from which diapers to use to which car seat is safest. In the next phase, after seeing the quotes for various...

Thursday, July 27, 2023

A recent study indicates that a record number of American consumers (39%) plan to purchase life insurance within the next year1. This figure is even higher among Gen Z adults (44%) and millennials (50%)1,3. Many of these consumers are...

Thursday, June 29, 2023

Staying informed about legislative changes is imperative to maintaining a dynamic financial plan. Remembering these changes is equally important. The Secure Act 2.0, a significant update to the original Secure Act of 2019, was signed...

Thursday, May 25, 2023

Deciding when to take your Social Security retirement benefits1 is an important decision and a frequent topic of conversation when meeting with our clients. We generally recommend waiting until age 70. However, there are certain...

Saturday, April 29, 2023

Over the last eighteen months, we have heard your feelings of gloom, despair, anxiety, and chaos. If we charted the comments we have received, negativity would be at an all-time high. Good news doesn’t register (historically low...

Tuesday, March 28, 2023

Whether you are initiating a divorce, or you have learned your spouse wants a divorce, life is about to become completely different. Feelings of surprise, uncertainty, confusion, embarrassment, betrayal, and even relief may immediately...

Thursday, February 23, 2023

What Is a 1031 Exchange?If you want to add investment real estate to your portfolio, you may want to know what a 1031 Exchange is. While the rules and regulations for this tactic can get complicated, understanding the basic concepts...

Monday, January 30, 2023

For all ages, a 401(k) plan can be a valuable tool for saving towards retirement. When it comes to retirement savings, there can be confusion around what it means to “max out” your 401(k) contributions. Are you contributing...

Wednesday, January 4, 2023

As we begin a new year, I got to thinking about a recent trip, and how what I learned may help all of us better deal with the stress created by today’s highly partisan discourse. Instead of being at “root” level, this...

Tuesday, November 29, 2022

December is the Month of Giving and it revolves around people making the world a better place by giving and spreading joy. Why is it such a popular month for giving? Many would say it is because of the year-end tax benefits, but we...

Monday, October 31, 2022

Individuals who earn significant salaries but do not have significant assets to date are often referred to as “HENRYs.” The acronym, which stands for High Earner, Not Rich Yet, was first introduced by Shawn Tully in a 2003...

Tuesday, September 27, 2022

A flexible method of providing additional compensation to your key peopleIt’s hard for small businesses to stay competitive today. Competition for the best and the brightest employees, even in tough economies, is always...

Monday, August 29, 2022

When checking your daily email, you come across what looks like a legitimate email from Amazon telling you there is a problem with...

Friday, July 29, 2022

Broaching the subject of a prenuptial agreement is not an easy thing to do. A relationship begins and progresses to the point where the parties are contemplating marriage. Is this a first marriage for each party? A second marriage for...

Tuesday, June 28, 2022

Protect your family assets for future generations. 

Thursday, June 2, 2022

The number one question we are hearing from clients amidst recent market volatility is "Am I going to be okay?" In this video, Glenn Ullmann tries to answer this question and assuage your fears by putting market pullbacks in historical...

Thursday, April 28, 2022

A common question that arises during client reviews is, “I have cash on hand. Are there any options where I can earn some level of return given that I am earning next to nothing in my savings account?” U.S. Treasury Series...

Thursday, April 21, 2022

Monday, March 28, 2022

Thursday, March 10, 2022

Monday, February 28, 2022

Monday, January 31, 2022

Monday, December 27, 2021

Is your estate in order? This short quiz may help you assess your overall strategy. Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian...

Tuesday, November 30, 2021

“For of those to whom much is given much is required”—John F. Kennedy “For unto whomsoever much is given, of him shall be much required.”—Luke (12;48) Like most of us, I learned about...

Thursday, October 28, 2021

On September 13, 2021, the House Ways and Means Committee released a tax proposal to fund the Build Back Better Act. Although the Act has not been signed into law, the potential consequences to current estate and financial planning...

Thursday, October 28, 2021

Recently, hackers have become even more savvy at garnering our personal information through our personal computers. They can duplicate our email addresses, coax us into clicking on a link or promise us we have won a substantial amount...

Friday, October 1, 2021

We often get questions about options (although we do not incorporate them into our clients’ wealth management plans). These questions range from curiosity about the impact of trading options on the overall market to pointed ones...

Thursday, 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? I thought about finances and saving...

Wednesday, 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,...

Thursday, 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,...

Tuesday, April 27, 2021

It is nearly impossible to block out the noise, but it is imperative that you do so when it comes to investing! From the time our eyes open in the morning to the moment our heads hit the pillow, there is a constant stream of...

Monday, March 29, 2021

The tax deadline is quickly approaching! Below is a list some tax related items you may want to consider as you prepare your 2020 federal income tax return. Many of these changes result from Congress’s response to the COVID-19...

Wednesday, February 24, 2021

Building a business is kind of like being a parent. You start with an infant enterprise that needs constant attention and often deprives you of sleep, absorbs a big chunk of your savings, and pushes all of your hobbies to the back...

Wednesday, January 20, 2021

While divorce is certainly not my favorite subject to write about, it is necessary to cover to keep our clients and friends informed. Even if you are happily married, odds are one of your family members or closest friends will be a...

Thursday, December 31, 2020

Each year on January 1st, Lisa and I find a great brunch place to review our prior year goals and to set new ones for the coming year. Our 2020 goals now seem from another age (especially when it came to our travel aspirations for the...

Monday, November 30, 2020

As families gather together during the holiday season, it is a good time to reflect on our abundant blessings. It is also a time when many families consider how they can share their good fortune with others or help fund a particular...

Wednesday, October 28, 2020

With election day approaching, we wanted to share this short video from Dimensional Fund Advisors entitled How Much Impact Does the President Have on Stocks? The video provides an overview of the many variables that affect stock prices...

Wednesday, September 16, 2020

One of our clients was recently contacted by a fraudster who claimed to be from the Department of Justice and was asking for personal information. If you get one of these calls, hang up! Do not become the victim of fraud. Click here to...

Monday, August 31, 2020

While some will suggest that a certain president or party is "good" or "bad" for the markets, this video from Dimensional Fund Advisors reminds us that markets have historically rewarded long-term investors who stay invested under a...

Tuesday, July 28, 2020

View PDF here Abcd Email was new until it wasn’t. Venmo was new until it wasn’t. Online Zoom meetings were new until they were the only thing that filled our work schedule. Cryptocurrency (crypto) may be no different. Its...

Monday, June 22, 2020

View PDF Here Abcd During the first two quarters of this new decade, we have seen wild and dramatic fluctuations in stock prices. We have witnessed equity markets make a month or even two months’ worth of moves in a single day!...

Sunday, May 31, 2020

View PDF here 1 Across the country, nonprofits of all types and sizes are in extreme distress. As we have seen during times of crisis – be it a recession, hurricane or the current COVID-19 pandemic, the demand for services from...

Thursday, April 30, 2020

Like most families and businesses, Ullmann Wealth Partners adapted to the “Safer at home” order. Our physical office has been open every day during this time with a skeleton staff, but most of our employees have worked from...

Wednesday, April 29, 2020

This blog post links to an article by Andy Reed, PhD and Vice President of Behavioral Economics at our custodian Fidelity Investments, who gives some suggestions based on his behavioral research on how your social connections can help...

Monday, April 20, 2020

View PDF version Abcd On March 27, 2020, The Coronavirus Aid, Recovery, and Economic Security (CARES) Act was signed into law by President Trump. This sweeping $2.2 Trillion stimulus law establishes many programs, loans, grants, tax...

Monday, April 13, 2020

What, How and Why? Most of our conversations with you in the past two months have centered on one or all of these questions: What are we doing to take advantage of this equity market decline? How are we implementing those changes? What...

Wednesday, April 1, 2020

In the course of a recent lunch, I noticed that the servers had to balance plates in their right hand while opening the door to the outside patio with their left hand (because of fire code, the door swings in towards the bar...

Friday, March 27, 2020

Our responsibility to you, our clients, is above all else to manage your wealth: adjusting and rebalancing as necessary so you can come out of this crisis stronger financially. That is what we are doing and will continue to do for you...

Sunday, March 1, 2020

View PDF version Abcd You have worked for many years and dreamed of retirement. For much of your career, retirement was so far in the future the concept might have seemed far-fetched and hard to visualize. Now, as you are getting...

Thursday, January 30, 2020

There are several reasons the month of January is known as “Divorce Month.” Many people put off filing for divorce during the holidays for their children’s sake or they remain married through December 31 so they can...

Wednesday, January 1, 2020

This blog post links to an excellent article by Northern Trust which outlines several ways you can prepare for unexpected health care costs beyond primary insurance coverage. Following these strategies, may provide you with peace of...