Investment Practices: Diversification

Investment Practices: Diversification

Hi, this is Robin Tull with Tull Financial Group. We’re coming to you to try to provide financial planning tips that may help you to become more of a successful investor. When investing in real estate what is it that most people always tell us are the three key...
Wealth Management Highlights: Tax Loss Harvesting

Wealth Management Highlights: Tax Loss Harvesting

Wealth Management Highlights: Tax Loss Harvesting Hi there, Robin Tull of Tull Financial Group. We want to come to you today to talk about a planning strategy that anyone can use if they invest. It’s called tax loss harvesting, and it’s a nice term that we use...
Tax Planning and the CARES Act

Tax Planning and the CARES Act

Tax Planning and the CARES Act The Corona-virus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. At over 800 pages long, it can be overwhelming to think about all the changes that have come from this legislation. For today, we’ll...
Financial Planning Insight on Roth IRA Conversions

Financial Planning Insight on Roth IRA Conversions

Financial Planning Insight on Roth IRA Conversions Hi Robin Tull here with Tull Financial Group. We had a lot of good comments about some of the planning tips we’ve shared over the last three weeks since this virus has occurred. Today I want to talk a bit about...
Wealth Management Highlights: Tax Loss Harvesting

CARES Act Planning for Required Minimum Distributions (RMD)

CARES Act Planning for Required Minimum Distributions (RMD) Hi, I’m Robin Tull with Tull Financial Group. Today I’d like to share a little bit about the CARES Act and how it applies to required minimum distributions or RMDs. What are these RMDs? For those...
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