Blog
New Medicare Cards Are Coming
Submitted by Ullmann Wealth Partners on May 18th, 2018
To help prevent fraud, Medicare will soon begin mailing new cards with unique Medicare Numbers. Click HERE to learn more about the new Medicare cards.
An Estate Planning Primer for Business Owners
Submitted by Ullmann Wealth Partners on May 7th, 2018Sailing with the Tides
Submitted by Ullmann Wealth Partners on April 19th, 2018
Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.
Click HERE to read "Sailing with the Tides", Dimensional Vice President Jim Parker's latest piece in his Outside the Flags series.
Protecting Your Intellectual Capital
Submitted by Ullmann Wealth Partners on November 21st, 2017
Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company. In essence it is your “secret sauce,” which gives your business its competitive edge. When the recipe is lost or stolen, your business can lose most, if not all of its value.