1540 The Greens Way
April 30, 2022 - Barron's
In this article "Reluctant to Spend in Retirement? Here are Some Tips to Tame Your Frugal Feelings" Glenn Ullmann discusses how we help clients manage their monthly spend in retirement.
March 7, 2022 - Press Release - Move Forward Confidently now available as an audiobook
February 15, 2022 - Financial Planning.com
Tax season is upon us and for some affluent investors it is more unpleasant than years past. Ullmann Wealth Partners’ president Glenn Ullmann spoke with Financial Planning.com about the struggles clients are experiencing and the tax return delays.
May 6, 2021 - Podcast - Authors Patrick Kilbane and Caitlin Frederick, explain the divorce process and ways to protect your financial health before, during and after divorce in their book, Move Forward Confidently.
May 4, 2021 - Press Release - Patrick Kilbane and Caitlin Frederick publish Move Forward Confidently, a book aimed at guiding high-net-worth women through the divorce process.
February 9, 2021 - Press Release - Glenn Ullmann earns the Chartered Advisor in Philanthropy® (CAP®) professional designation
October 15, 2020 - Ponte Vedra Recorder - Community Matches $40K USO Donation from Local Business
October 1, 2020 - The Community Foundation - Interview with Pat Kilbane
November 24, 2019 - Investment News - Interview with Glenn Ullmann
May 21, 2019 -Jacksonville Daily Record - In The Law...Patrick Kilbane
Reference Guide for 2022 Key Financial Data
This guide includes this year's tax brackets, thresholds, limitations and exemptions. It also contains useful information for attorneys, CPAs, and other professionals.