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How Playing the Long Game Could Help Build Wealth and Success

Submitted by Ullmann Wealth Partners on September 29th, 2019

Some of the wealthiest investors, entrepreneurs, and families appear to be extremely skilled at playing the long game. That means they have a concrete vision of their ideal future years (or even decades) from now and they take specific, carefully considered action steps at every stage in an effort to maximize their ability to make that vision a reality.

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Is Refinancing Your Mortgage Worth It?

Submitted by Ullmann Wealth Partners on August 27th, 2019

Mortgage rates are down more than 1% since late last year. This low-interest-rate environment has many people thinking it is a good time to refinance. As wealth advisors, our planning expertise helps our clients make the right refinancing decision. 

Tags:
  • Refinancing
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Work Smarter - Not Harder!

Submitted by Ullmann Wealth Partners on July 22nd, 2019

Chances are, there are many days and weeks that leave you frustrated by how many tasks on your to-do list—at home, at work or both—you didn’t get done. But what if you could take action steps to streamline your work habits, get more done in less time, and free up more hours and more energy to devote to the people and activities that really matter to you?

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Estate Planning - Don't Forget Your Pet!

Submitted by Ullmann Wealth Partners on June 24th, 2019

If you’re part of the roughly 85 million American families who own a pet, you might want to make sure they’ll be okay if you pass away unexpectedly. One smart way to do that is to include your furry family members in your estate plan. Otherwise, they may end up in a shelter—or worse.

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Three Questions to Answer Before You Purchase Life Insurance

Submitted by Ullmann Wealth Partners on May 29th, 2019

Life insurance can be an extremely important part of a wealth management plan. But navigating the life insurance landscape can be tricky—and it’s easy to make costly mistakes. Understanding how a particular policy works to your benefit can be anything but transparent.

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The Power of Charitable Remainder Trusts

Submitted by Ullmann Wealth Partners on April 30th, 2019

A growing number of affluent individuals and families want to make a major difference in the world by supporting causes and charities that are deeply meaningful to them. But they often don’t know how to maximize the impact of their philanthropy—or effectively balance their charitable desires with their financial needs and responsibilities.

Tags:
  • Philanthropy
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Sudden Wealth - What Should You Do If You Receive a "Life Changing" Lump Sum?

Submitted by Ullmann Wealth Partners on February 25th, 2019

Most of us create our wealth during our working lifetimes whether through consistent saving and investing, the sale of a business or sometimes through inheritance.

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Qualified Opportunity Funds

Submitted by Ullmann Wealth Partners on January 29th, 2019

What if you could do well by doing good—using your wealth to help revitalize economically distressed communities and enjoying some impressive tax breaks for your efforts?

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Why You Need a 'Business Plan' for Your Family

Submitted by Ullmann Wealth Partners on December 18th, 2018

Raising kids can feel tougher than ever these days. But a little planning combined with the right action steps can help ensure that children get on the right path—and stay there.

Tags:
  • family health
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Making a Year End Donation?

Submitted by Ullmann Wealth Partners on December 13th, 2018

Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.

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