Financial Health: A Beginner's Guide to Personal Finance - Saving & Investing, Part 1

Financial Health: A Beginner's Guide to Personal Finance - Saving & Investing, Part 1

John G. Ullman & Associates, Inc. President & COO has some tips on the importance of establishing an emergency savings fund.

July 14th, 8:20 PM EDT
Financial Health: Beginner's Guide to Personal Finance - 401k vs Roth 401k

Financial Health: Beginner's Guide to Personal Finance - 401k vs Roth 401k

John G. Ullman & Associates, Inc. President & COO discusses the options for a traditional employer 401k and a Roth 401k for young people entering the workforce.

July 8th, 10:36 AM EDT
Financial Health: A Beginner's Guide to Personal Finance - Insurance Considerations

Financial Health: A Beginner's Guide to Personal Finance - Insurance Considerations

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses types of insurance young people should be aware of and consider - from renter's insurance, to life and disability plans.

June 30th, 4:32 PM EDT
Financial Health: A Beginner's Guide to Personal Finance - Income Taxes

Financial Health: A Beginner's Guide to Personal Finance - Income Taxes

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses the philosophy and psychology regarding income taxes and our paychecks.

June 24th, 9:26 AM EDT
Financial Health: The Basics of Personal Finance Part 2 - Other Paycheck Deductions

Financial Health: The Basics of Personal Finance Part 2 - Other Paycheck Deductions

John G. Ullman & Associates, Inc. President & COO Jason Nickerson talks about the optional deductions to our paycheck, such as health insurance and retirement contributions.

June 16th, 3:38 PM EDT
Financial Health: The Basics of Personal Finance

Financial Health: The Basics of Personal Finance

What we take home in our paychecks is not the same thing as what we earn. In this week's Financial Health, we break down paycheck deductions.

June 16th, 2:14 PM EDT
Financial Health: A Beginner's Guide to Personal Finance - Part 1

Financial Health: A Beginner's Guide to Personal Finance - Part 1

John G. Ullman & Associates, Inc. President & COO breaks down the basics of personal finance, beginning with understanding paycheck deductions.

June 9th, 8:23 PM EDT
Financial Health: A beginner's guide to personal finance

Financial Health: A beginner's guide to personal finance

For this week's Financial Health, we look at where your money is going when you look at your paycheck's deductions.

June 9th, 2:03 PM EDT
Financial Health: What Really Contributes to My Credit Score?

Financial Health: What Really Contributes to My Credit Score?

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses the habits that contribute to your credit score, how to maintain and improve it, and things that can knock it down.

June 2nd, 3:29 PM EDT
Financial Health: What Do I Do with Leftover Money in My 529 Plan?

Financial Health: What Do I Do with Leftover Money in My 529 Plan?

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses options when there is leftover money in a college savings account, also called a 529.

May 27th, 10:09 AM EDT
Financial Health: Family Gifting

Financial Health: Family Gifting

John G. Ullman & Associates, Inc. President & COO Jason Nickerson talks about the rules regarding gifting money to family members, and strategies that can be used.

May 20th, 11:07 AM EDT
Financial Health: What Can I Do to Protect My Social Security?

Financial Health: What Can I Do to Protect My Social Security?

John G. Ullman & Associates, Inc. President & COO Jason Nickerson discusses concerns surrounding the future of Social Security, as part of a national conversation on the issue.

May 13th, 7:01 AM EDT
Financial Health - Estate Planning Recap

Financial Health - Estate Planning Recap

John G. Ullman & Associates Inc. President & COO Jason Nickerson recaps important aspects of estate planning, from health care directives, power of attorney, and wills/trusts.

May 5th, 3:47 PM EDT
Financial Health: Estate Planning - Power of Attorney

Financial Health: Estate Planning - Power of Attorney

John G. Ullman & Associates, Inc. President & COO Jason Nickerson explains why a Power of Attorney is an important document to have as part of your estate planning process.

April 28th, 3:24 PM EDT
Financial Health - Estate Planning: Health Care Directives

Financial Health - Estate Planning: Health Care Directives

John G. Ullman & Associates, Inc. President & COO Jason Nickerson shares why you should consider Health Care Directives as part of your estate planning.

April 22nd, 6:25 AM EDT
Financial Health: Estate planning is important

Financial Health: Estate planning is important

Estate Planning can be an uncomfortable topic for many. For this week's Financial Health we look at it's important for you and your family.

April 14th, 2:10 PM EDT
Financial Health: What's Going On with the Stock Market?

Financial Health: What's Going On with the Stock Market?

John G. Ullman & Associates, Inc. President & COO Jason Nickerson talks about how a new presidential administration, along with statements about the economy, have an impact on the stock market.

April 7th, 2:48 PM EDT
Financial Health: Spring Cleaning Your Financial Documents

Financial Health: Spring Cleaning Your Financial Documents

John G. Ullman & Associates, Inc. President & COO Jason Nickerson recommends looking through your financial documents this time of year, as a form of spring cleaning. What should you keep, and what should get shredded?

March 31st, 5:38 PM EDT
Financial Health: Home Buying Series Part 3 - I'm Downsizing; Should I Buy or Rent?

Financial Health: Home Buying Series Part 3 - I'm Downsizing; Should I Buy or Rent?

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

March 24th, 6:13 PM EDT
Financial Health: Home Buying - Is Now a Good Time to Sell My Home?

Financial Health: Home Buying - Is Now a Good Time to Sell My 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.

March 17th, 7:09 PM EDT
Financial Health: Why a Large Tax Refund Isn't Always a Good Thing
Financial Health: Why a Large Tax Refund Isn't Always a Good Thing

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

February 3rd, 2:22 PM EST
Financial Health: How Inflation & Interest Rates Go Hand-In-Hand
Financial Health: How Inflation & Interest Rates Go Hand-In-Hand

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

January 27th, 2:04 PM EST
Financial Health: Potential Planning Impact from the Election
Financial Health: Potential Planning Impact from the Election

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

January 21st, 5:48 AM EST
Financial Health: January is Financial Wellness Month
Financial Health: January is Financial Wellness Month

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.

January 7th, 6:44 AM EST
Financial Health: A Tale of Two Investors
Financial Health: A Tale of Two Investors

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.

December 30th, 2:26 PM EST
Financial Health: Last Minute Tax Tips
Financial Health: Last Minute Tax Tips

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.

December 23rd, 1:46 PM EST
Financial Health: IRS Limits for 2025 Part 2
Financial Health: IRS Limits for 2025 Part 2

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).

December 2nd, 4:02 PM EST
Financial Health: IRS Limits for 2025 Part 1
Financial Health: IRS Limits for 2025 Part 1

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

November 26th, 6:33 AM EST