Jon Ulin, CFP©

Loading...
    • Member Type(s): Expert
      Communications Professional
      Other
    • Title:Wealth Management, Retirement Advice
    • Organization:Ulin & Co. Wealth Management
    • Area of Expertise:financial advisor, wealth management
    •  
    • Member:ProfNet

    To become a ProfNet premium member and receive requests from reporters looking for expert sources, click here.

    7/22/15 CBS 12 TV Interview: Trump

    Tuesday, August 11, 2015, 11:08 AM [General]
    0 (0 Ratings)

    7/22/15 CBS 12 TV Interview

    Boca Broker, Donald Trump

    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com 

    7/27/15 TV Interview: Smart Money Matters

    Tuesday, August 11, 2015, 11:05 AM [General]
    0 (0 Ratings)

    Interview with Brad from Fox Philly:Smart Money Matters

      

    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com 

    7/22/15 CNBC: Is Real Estate Really the Best Investment?

    Tuesday, August 11, 2015, 11:01 AM [General]
    0 (0 Ratings)

    CNBC, 7/22/15, Is real estate really the best investment?: "Putting a quarter or more of your savings into flipping one property is not a good idea and a gamble," said Ulin 


    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com 

    Bankrate 8/8/15: Seven Investing Tips for 40-somethings

    Tuesday, August 11, 2015, 10:57 AM [General]
    0 (0 Ratings)

    Bankrate August 8th, 2015, 7 investing tips for 40-somethings:

    "The most basic calculation is that you will need at least 15 times your last few years of expected salary to retire successfully," says Ulin


    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com 

    Ulin, InvestmentNews 7/8/15: NYSE shutdown-Advisers Calm Jittery Clients

    Thursday, July 9, 2015, 1:07 PM [General]
    0 (0 Ratings)

    Investment News July 8th, 2015: NYSE shutdown: Advisers calm jittery clients:

    “We have been touching base with people, letting clients know that we know there are incidents going on on Wall Street,” said Ulin


    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com 

    Ulin Quoted, InvestmentNews 6.26.15 -Are Robos making clients think that 1% fee is steep?

    Saturday, June 27, 2015, 10:56 AM [General]
    0 (0 Ratings)

    Investment News June 26th, 2015: Are robos making clients think that 1% fee is steep? "There are a variety of features that make advisors work more impactful than online platforms, including measuring risk tolerance, tracking performance and providing answers to questions and a supportive relationship when times are hard.,” said Ulin.  (Click to read article.)  

    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com 

    Ulin Quoted, Investment News 4/29/15: No champagne for new Nasdaq record but advisers take heed of history.

    Tuesday, May 26, 2015, 2:53 PM [General]
    0 (0 Ratings)

    Investment News April 29th, 2015: No champagne for new Nasdaq record but advisers take heed of history.

    "Like the 2008 housing bubble, the tech bubble was largely the result of lax regulations and performance chasing. We tell our clients to not lose sleep about the Nasdaq again passing the 5,000 milestone as it did 15 years ago right before the dot-com bubble burst,” said Ulin 

    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com 

    Ulin Quoted-DepositAccounts:2/2015: Tax Refunds. Smaller is Better

    Friday, April 10, 2015, 11:38 AM [General]
    0 (0 Ratings)

    Mainstreet.com February 2015

    Tax Planning: Why Smaller is Better.

    Short term gains can lead to long term regret:

    Your money being held by the IRS is not liquid. If you have a job loss or personal emergency, you can’t just call up the IRS and ask them to send you a check when need it most.

    Instead of giving Uncle Sam a loan, you could be investing that money or paying bills. Take for example, if you have a credit card debt charging you 18% per year, you would save yourself $900 in interest payments by paying off your debt, rather than overpaying your federal income taxes, says Ulin.

    Then too, if you defer less in federal income taxes and put your money to work in a before tax retirement account, such as your employer sponsored 401(k), you could end up saving a decent amount of money in Federal income taxes based on your personal blended tax rate, adds Ulin

    For questions or for News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com.  U&CO is a RIA & branch office of LPL Financial.  Visit us at www.ulinwealth.com. 

    Ulin Interview -WXEL TV. Tips on Smart Investing

    Saturday, March 21, 2015, 11:42 AM [General]
    0 (0 Ratings)

    Wealth & Wisdom, WXEL TV:  - TV Interview on the state of the economy and investor behavior.

    For News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com. 

    Ulin Quoted CNBC (3.2.15) Want more clients? Use These Social Media Strategies.

    Thursday, March 19, 2015, 3:41 PM [General]
    0 (0 Ratings)

    CNBC March 2nd, 2015: Want more clients? Use These Social Media Strategies. "If you use ‘canned content,’ why would someone else with a large following share or repost to their own readers,” says Ulin 

    For News & Media inquiries please call (561) 210-7887 or email jon.ulin@lpl.com. 



    Page 1 of 3  •  1 2 3 Next

Blog Categories