How to Protect Your Identity: A Guide to Safeguarding Your Financial Future

The 21st century has ushered in a digital revolution that has made our lives more connected and convenient than ever before. In the age of Internet banking, online shopping, and digital currencies, we’ve embraced a new level of accessibility to our finances. However, as our lives become increasingly entwined with the digital world, the importance […]
A Look at the Market: April 2023 Update

In the ever-changing world that surrounds the stock market and economy in general, the team at John G. Ullman & Associates is committed to keeping you informed and up to date on the latest news and events that could affect you! Each month, Mark Abdalla, CFA®, MBA, will recap the news and events that led […]
The Formula for Your Perfect Car

Whenever I see one I’m caught off guard. I’m driving somewhere, minding my own business, and there it is. A forest green Mazda Miata with a tan rag top and tan leather seats (Standard transmission of course. Why would you have such a car with an automatic transmission?) My dream car. But I don’t own […]
Financial Stress & Anxiety: Causes and Strategies For Dealing With Them

Financial stress and anxiety have become increasingly prevalent today as a result of an abundance of information right at our fingertips. This was especially evident during the Covid-19 pandemic, as many people were affected financially due to various regulations. However, it is important to recognize that financial stress and anxiety cannot always be resolved by […]
Managing the Marathon: Rebuilding Your Base

“It’s never too late to be what you might have been.” Whether its life, money, or running, we’ve all been there. For the majority of the past decade, I’ve been the person that many would recognize first and foremost as a runner. Yet, after ten years of year round double training days, nobody was as […]
Laid Off: How to Respond With Confidence

My dad spent his working career as a salesman for several notable companies in the grocery industry. 25 years ago company management decided their sales force was costing them too much and over several years cut it in half. My dad survived several rounds of layoffs but eventually his boss came to him with two […]
How to File a Tax Return Extension

Even though tax season comes around year after year, filing taxes can still be a daunting task for many taxpayers. If you need more time to file your tax return, you can apply for a tax extension. However, there are some important things to keep in mind when applying for an extension. In this article, […]
Managing the Marathon: A Guide to the Retirement Finish Line

It comes as no surprise that managing the marathon is about playing the long game. Here’s the thing about this sport: someone is out there making a comeback, someone is in the middle of a breakthrough, someone’s battling an injury, and someone is celebrating a win. The beauty of running is we’ve all been on […]
The Financial Bucket List

Do you have a Bucket List of experiences you want to have during life? Many of us do. I am on a flight to Hawaii as I write this to fulfill one life adventure on my bucket list. What is on your bucket list? Checking items off bucket lists does not magically happen unless we […]
What You Can Do To Prevent Identity Theft and Fraud

Reported fraud losses increased more than 70% from 2020 to 2021. The Federal Trade Commission received over 2.8 million fraud reports from consumers in 2021 representing more than $5.8 billion in losses to fraud. There are multitudes of methods aimed at unsuspecting citizens. Some of these include people trying to collect money for various things […]