1987: Memories of a Market Crash
by Robert W. Tull, Jr. Frozen. That’s the only way I can describe it. Mike, the other financial planner in our office, and I were listening to the report of the stock market rapidly dropping, while staring at each other in disbelief. It was October 19, 1987. We...
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2017 Medicare Open Enrollment
by Amy L. Pucci The Medicare Open Enrollment Period is October 15 - December 7, 2017. (New plan benefits begin on January 1, 2018.) Get the most out of your Medicare coverage in 2018 by finding a plan that fits your healthcare needs and your wallet. This is your...
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2017 Important Dates & Deadlines
TFG's 2017 Holiday Office Hours December 25 – January 1: Closed for the week to celebrate Christmas and New Year Upcoming Deadlines: December 31st 401k Contributions: Employees must make contributions to their 401k accounts by the end of the year. The limit is...
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The Daily Commute: Choosing Passive Index Funds vs Active Management Funds
by Philip L. Tull Have you ever thought about how you make your choices every day? Take traffic, for instance. My brother lives in Washington, D.C., and works roughly an hour away from where he lives. On any given day there could be traffic that extends his drive...
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Fiduciary: What It Means and Why It’s Important
(We made a 2 minute video about this, too -- it's THAT important!) We are often asked by first-time callers to our office if we are a "Fiduciary." It seems like the word is all over the news these days, but what exactly does it mean? In a...
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