Jon Ulin, CFP©

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    • 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

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    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. 


    Ulin Quoted-Mainstreet (2.15) :Stop Worrying About 401(k) Volatility- 4 Experts Explain.

    Thursday, March 19, 2015, 3:39 PM [General]
    0 (0 Ratings)

    Mainstreet.com February 9th, 2015: Stop Worrying About 401(k) Volatility and Listen to These 4 Experts. "Many employees have a bit too much confidence in their own company stock- called familiarity bias -and may not be able to take action quick enough to diversify their portfolio,” says Ulin

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


    Ulin Quoted-WSJ (1.15) The Financial Problems in Your Head.

    Thursday, March 19, 2015, 3:37 PM [General]
    0 (0 Ratings)

    Wall Street Journal : January 24th, 2015: The Financial Problems in Your Head. "Parents can mitigate the risks of financially enabling adult children by setting boundaries in advance of providing support,” says Ulin

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

      



    Ulin Quoted-DepositAccounts (12.14) About Real Estate Investment Trusts

    Thursday, March 19, 2015, 3:34 PM [General]
    0 (0 Ratings)

    DepositAccounts.com : December 28th, 2014:  Is a Real Estate Investment Trust Right For You?: "We provide a limited exposure to private REITs for younger and to older/retired clients seeking income, diversification and hedging," says Ulin.

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

    Our Focus: “Helping clients to wisely manage their wealth, financial health and their money mindset.”   Thank you for visiting!

     

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

    Tuesday, October 28, 2014, 11:24 AM [General]
    0 (0 Ratings)

    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 jon.ulin@lpl.com. 

    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]
    0 (0 Ratings)

    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:  www.cbsnews.com/media/top-10-beach-towns...

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


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