John G. Ullman & Associates, Inc. President and COO Jason Nickerson discusses the factors to consider when you're looking to downsize your home.

John G. Ullman & Associates, Inc. President & COO Jason Nickerson talks about factors to consider if you're thinking about selling your current home and buying a new one in the current real estate market.

Buying a home isn't just expensive, it can be daunting. For this week's Financial Health, we look at what you need to know when buying a home.

John G. Ullman & Associates President & COO Jason Nickerson shares some food for thought when it comes to carrying cash in an increasingly digital age, based on his own life experience.

John G. Ullman & Associates, Inc. COO Jason Nickerson discusses the types of scenarios in which someone might consider converting money from tax-deferred investment accounts to a Roth.

In this week's financial health we look at why diversification is can be used beyond investments.

John G. Ullman & Associates, Inc. President & COO Jason Nickerson talks about some common pitfalls when it come to tax refunds, and using credit cards.

John G. Ullman & Associates, Inc. Presidenti & COO Jason Nickerson explains why it's not necessarily a good thing to receive a federal tax refund.

John G. Ullman & Associates, Inc. President & COO Jason Nickerson talks about how inflation rates and interest rates affect each other.

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses the expiration of a federal tax code may impact financial planning.

Financial Health: Building Your Retirement Checklist

John G. Ullman & Associates, Inc. President and COO Jason Nickerson discusses ways people can set financial goals, as part of Financial Wellness Month in January.

John G. Ullman & Associates President and COO Jason Nickerson illustrates the importance of investing early, and how compound interest makes a significant difference in growth over time.

John G. Ullman & Associates, Inc. President and COO Jason Nickerson discusses some last-minute tax tips for people with investment accounts regarding offsetting gains on investments with losses.

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses the cryptocurrency Bitcoin, and the potential impacts it could have on the U.S. economy.

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses IRS Limits starting in 2025, changing the income tax brackets and standard deduction amount.

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses IRS limits that will go into effect in 2025, having an impact on Health Spending Accounts (HSAs).

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses new limits and tax brackets instituted by the IRS, going into effect in 2025.

John G. Ullman & Associates, Inc. President & COO Jason Nickerson takes a look at the impact of the election on U.S. markets.

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses the history behind the creation of the NASDAQ, and what it tracks as one of the major stock indices.