The Tull Financial Blog

Author Results

The Tull Financial Blog

Author Results

Retirement Planning Milestones

Retirement Planning Milestones

March 4, 2021

Amy Pucci

Retirement Planning

Retirement Planning Milestones Financial planning as we approach and walk-through retirement can be confusing. Retirement account contributions, retirement account distributions, social security options, Medicare options—oh my! While all this seems like a lot to navigate, growing older has many perks, as a retirement financial advisor can tell... Read more
Qualified Charitable Distribution (QCD) Best Practices

Qualified Charitable Distribution (QCD) Best Practices

November 10, 2020

Amy Pucci

Financial Planning

Qualified Charitable Distribution (QCD) Best Practices As we near the end of the calendar year, many people take this opportunity to make donations to nonprofit and charitable organizations. With the holiday’s right around the corner and with everything going on in the world right now, there are more causes than ever to consider supporting. The... Read more
Medicare Fall Open Enrollment

Medicare Fall Open Enrollment

October 20, 2020

Amy Pucci

Financial Planning

Medicare Fall Open Enrollment In this week’s Financial Friday video, we welcome Amy Pucci, our Certified Senior Advisor (CSA), to talk about Medicare and the open enrollment period starting this October. Here are the main takeaways: WHAT IS FALL OPEN ENROLLMENT? Occurs each year from October 15th through December 7th During this time, those with... Read more
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