Ullmann Wealth Partners

The Fall Issue of our newsletter, Perspectives, is now available. Read about Glenn Ullmann’s advice to utilize “AAA”, a reminder to distribute your DAF assets, and other happenings around our firm. #financialplanning, #wealthmanagement

Demand for financial plans is on the rise among investors. At Ullmann Wealth Partners, we believe written financial plans are vital to guiding clients toward achieving their financial goals.    Patrick Kilbane, Partner, General Counsel and Wealth Advisor, was recently featured in an InvestmentNews article, sharing why written plans serve as our “true north” when advising clients.   “The plan definitely needs to be written,” he said. “A written plan reduces any ambiguity and holds the advisory team and clients accountable.”   To read more about the growing importance of financial plans, check out the full article: https://lnkd.in/eX7QgmVQ   #Finance #WealthManagement #FinancialPlanning #FinancialAdvisors

The 2025 IRS Tax Brackets and Standard Deductions have been released by the IRS. See the updated figures and where you land here: https://lnkd.in/gcjGDx4m #wealthmanagement, #taxplanning, #financialplanning

We are pleased to announce that Ullmann Wealth Partners has been ranked on Forbes’ prestigious 2024 Top RIA Firms list, developed by SHOOK Research. This annual recognition highlights the consistent confidence and support of our wonderful clients, business partners, and colleagues.    Read the full Forbes rankings and methodology information: https://lnkd.in/eVURHCbR #Forbes #TopRIAFirms #RIA #FinancialPlanning

The HENRY – High Income, Not Rich Yet – crowd makes over six figures per year, yet they often feel that financial security is a distant dream.    With the rising cost of goods and services combined with inflation, Director of Financial Planning Caitlin Frederick, CFA, CFP®  works closely with clients who fit in the HENRY category. Caitlin was recently featured in a The Wall Street Journal article on HENRYs.   “It is easy for people to just continue to increase their lifestyle every time they get a promotion,” she said.   Read the full article: https://lnkd.in/etY6Vhe3   #FinancialPlanning #WealthManagement #LuxuryLiving

Congratulations Caitlin Frederick, CFA, CFP®! We are excited to share that Caitlin has been selected as an Excellence Awardee in the Rising Star Advisor of the Year category at the ninth annual Women to Watch Awards by InvestmentNews.    This recognition is a testament to her hard work and dedication to enhancing the financial planning process for our valued clients.    #RisingStars #InvestmentNews #FinancialPlanning No compensation has been provided to Investment News directly or indirectly in connection with obtaining or using this recognition.  https://lnkd.in/gjQTctBu

October is Cybersecurity Awareness Month! In our recently recorded webinar, Carrie King talks with special guest, Billy Steeghs, Co-Founder and Chief Operating Officer at OnDefend, about the latest ways to keep your identity safe online. The link to the webinar is in the comments! Many topics are covered in the webinar, but here are some important time stamps if you want to focus on certain areas. 3:25 – Current cyber threats: Ransomware and Phishing 7:25 – Best Practices for Avoiding Social Engineering Attacks 14:00 – Wi-Fi Best Practices 28:25 – Essential Must Dos: Passwords and Password Managers 36:05 – Phishing Scams: How Your Information is Shared with Others #cybersecurity, #wealthmanagement, #financialplanning

We are proud to support our local NPR station, WJCT, during their upcoming on-air pledge drive with a 2-for-1 match! Each $1 given will be matched with $2. Please help us support local reporting in our area! #wealthmanagement #jax #financialplanning

Caitlin Frederick, CFA, CFP®, Brian James, CPWA®, and Mclain Johnson, CFP® represented our firm at the University of North Florida's Financial Planning career day last week. Go Ospreys! #financialplanning, #careers, #wealthmanagement

Anticipation is in the air – and has been for quite some time – around the Fed’s potential rate cuts. At Ullmann Wealth Partners, we’re prepared to help our clients navigate any changes that rate cuts may bring.    Director and Wealth Advisor, Jack Gunn, CFP® was recently featured in an article by @Financial Advisor Magazine, where he shared details on the cash flow approach he takes when building his clients’ plans.    “We take a look at the current interest rate environment, and we put enough in bonds or some kind of fixed-income investment today to cover the next 10 years of cash flows,” he said. “So regardless of what happens with interest rates today or next year, our clients know that there’s enough money set aside to cover all their outflows.”    Read more: https://lnkd.in/ez3CwVkQ   #Investment #FinancialPlanning #CashFlow