Jon Ulin, CFP©

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

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    Ulin quoted: US News (Oct. 2014) How to Bounce Back From a Financial Crisis.

    Tuesday, October 28, 2014, 11:24 AM [General]
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    Please check out my recent interview in US NEWS:

    US News & World Report, October 28th, 2014: How to Bounce Back From a Financial Crisis. "Make every effort to not default on any of your obligations," Ulin says, "as many employers are now looking at your credit score as part of the hiring process. It's a wicked catch-22."

    For News & Media inquiries please call (561) 210-7887 or email 

    Our Website: Ulin News & Media @ Ulin & Co.

    Our Focus: “Helping clients to wisely manage their wealth, financial health and their money mindset.”

    Thank you for visiting!

    Ulin Quoted in CBS News -5/10/14:Top 10 Beach Towns for Retirees

    Saturday, May 10, 2014, 2:49 PM [General]
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    Top 10 Beach Towns for Retirees

    "The cost of living is significantly less expensive for entertainment, transportation, food, drinks, gas, parking, and even in real estate costs," said Jon Ulin, managing principal of Ulin & Co Wealth Management in Boca Raton, Florida. "

    "You can buy a lot more house in Florida for the same cost all the while saving snow removal expenses and snow tire purchases. Also significant consideration -- in Florida, retirees would not be paying city or state taxes which will save a lot of money." 

    Click to read more:

    Visit us today at for more News & Media or to read our recent MoneySense Blog posts. 

    Ulin interview (Depositaccounts) (1/2014) How to Choose a Financial Planner

    Thursday, March 6, 2014, 5:28 PM [General]
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    Ulin interview ( (1/2013) How to Choose a Financial Planner.

    "Anyone can hang a shingle on their door and call themselves a financial planner," says Ulin. 

    Read more here:

    Ulin quote/ US News & World Report (Dec 2013): 5 Money Myths You Shouldn't Fall For

    Saturday, December 7, 2013, 7:31 AM [General]
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    US News & World Report:  December 20135 Money Myths You Shouldn't Fall For.

    “Stocks make you rich – and bonds keep you rich" is a good rule of thumb, but this is another gray area, said Ulin. "The bond bull market for the past 30 years is coming to an end. Interest rates will begin to rise when the Fed starts to taper the monetary stimulus program."

    Read more here:

    Ulin quoted in Yahoo Finance" 8/29/13 - How to find a financial advisor if you are not rich."

    Saturday, November 23, 2013, 1:27 PM [General]
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    How to Find a Financial Advisor If You're Not Rich

    Yahoo Finance.  (Originally posted in US News & World Report.)


     "There has been a paradigm shift in the financial services industry just over the past four years with the increase in banking regulations and associated costs, which has led many major banks and broker-dealers to focus more on their bottom line and shareholder value, more so then their clientele," says Jon Ulin, a managing principal at Ulin & Co. Wealth Management, a branch of LPL Financial in Boca Raton, Fla.

    Read more:

    Ulin quote in US News & World Report: 5 Money Questions to Ask Before You Marry

    Sunday, June 9, 2013, 7:30 PM [General]
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    Ulin quoted in US News & World Report, 6/4/13


    5 Money Questions to Ask Before You Marry

    You may think you’re a perfect match, but one of the biggest compatibility tests is merging finances


    read more here:


    Ulin quote "Carrots offered, sticks abandoned"

    Sunday, May 5, 2013, 1:58 PM [General]
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    Ulin featured interview (by Sheryl Nance-Nash) for cover story for 

    "Carrots offered, sticks abandoned: Card issuers lure late payers. Are cards that target high-risk customers right for you?"

    See more here:

    Banks need debtors Make no mistake, the banks have not  come up with these products out of the kindness of their hearts.  Balance-carrying customers are the bread and butter of the credit card business.  Issuers are looking for ways to hook them and to minimize the risk of  delinquency at the same time.

    "These unique features are a direct reflection of new financial regulations  set by Congress, which limit the ability of vendors to boost their revenues and  bottom line by making significant profits off delinquent customers," says Jon  Ulin, managing principal with Ulin Financial, a private wealth management firm.

    Banks used to be able to make money off late payers by jacking up interest  rates as soon as a cardholder missed a due date. "If you were even a day late  making your monthly payment ... you immediately got your rates wacked up close  to nose-bleed 30 percent levels, with no further negotiation to fix -- even if  you had been paying your bills on time," says Ulin.

    The CARD Act of 2009 prohibits such rate hikes until a cardholder is 60 days  or more behind in payments. But even if banks don't charge immediate penalties  to late payers, they're still benefiting from loans that are growing on their  books. You may not be charged interest initially, but once you get past that  introductory period, interest rates are as high as 23.99 percent. That's why  banks are marketing cards that appeal to higher-risk customers.


    Ulin Newsday Quote "Downsizing in Retirement"

    Monday, March 4, 2013, 12:16 PM [General]
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    Please click here to read my interview this week on "Money Fix: Downsizing in retirement." 



    Ulin Quote in Newsday : 2013 Financial Resolutions

    Wednesday, December 26, 2012, 7:27 AM [General]
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    Ulin interview/Quote in Newsday : 2013 Financial Resolutions

    In a recent Fidelity Investments survey a record number of people -- 46 percent of those polled -- said they are considering financial resolutions. Most vow to save more, spend less and pay off debt. What's on your list? Better still, what should be on it?

    Dig out of debt. In this post-financial crisis era, this is priority No. 1, says Jon Ulin of Ulin Financial in Boca Raton, Fla. Create an action plan and timeline for paying your credit card debt as soon as possible. Defer any "instant gratification" purchases until you can pay for them with cash.

    See more here

    Jon Ulin, CFP

    FOX Business: 3 Common Mistakes of Investors

    Monday, June 11, 2012, 11:00 PM [General]
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    Ulin interview:

    Before you jump into the markets, take the time to learn from the missteps of novice investors. Here are three common first-time investing mistakes.

     Read more:



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