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Most Recent Posts
Why You Need a Financial Flight Path
If you have ever been in one of my client planning meetings, you will often hear me refer to projecting one's flight path. The reason I have used this term is that it requires advanced planning and navigational skills when it comes to developing a financial plan....
What to Do with Your 401(k) When You Retire
You've been working for decades, dutifully putting away money into your company's 401(k) plan and watching that investment grow into a sizable nest egg. You feel like you’ve finally nailed the savings game, but how comfortable are you with the idea of actually...
How to Connect with Loved Ones in Long-Term Care this Christmas
The COVID-19 pandemic has had dramatic effects on so many aspects of our lives. But for those living in skilled nursing or rehabilitation facilities, as well as their families, the pandemic has been particularly difficult. Most of these facilities have limited or...
Charitable Giving Strategies
Phil: Welcome to Tull Financial Group’s Financial Friday. I’m glad to be here with Robin Tull today talking about charitable giving. I know this year has been a tough one for so many - especially small businesses and it's really been cool to see the response of...
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...
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...
How to Invest During an Election Year
Robin: Hi Robin Tull with Tull Financial Group for this Financial Friday. I'm here with Ellen Anderson, our Director of Investments and we just want to talk a little bit about some of the questions that we're getting. The first topic we want to discuss is about a...
Deciding Between a Traditional and a Roth 401(k)
Most people have one of two feelings when asked about saving for retirement. The first is usually the feeling of being overwhelmed - thinking there are too many deferment options, too many funds to choose from, and that they have no idea where to begin. While I...
