Search the Financial Corner to Learn More!
Wealth
Management
Articles
Financial
Planning
Articles
Retirement
Planning
Articles
Lives in
Transition
Articles
Family
Meetings
Articles
Aging
Well
Articles
Wealth
Management
Articles
Financial
Planning
Articles
Retirement
Planning
Articles
Lives in
Transition
Articles
Family
Meetings
Articles
Aging
Well
Articles
Most Recent Posts
Finding Opportunities in the Disruption
On April 22nd of this year, I wrote about how I believe the Pandemic Crisis of 2020 will be remembered for many years just as 9/11 and the Great Recession were defining moments. We are now six months into a period of quarantine, mask wearing, and for many a fear of...
Marriage and Money: The Importance of Making Joint Financial Decisions
Personal Finance is a very broad term that covers various areas of money management. These topics can range from monthly budgeting and saving, all the way to retirement and estate planning down the road. The philosophy behind how you choose to manage your money...
Financial Planning for Millennials: Three Small Ways to Start
You may have heard the saying, “you don’t rise to the level of your goals, you fall to the level of your systems.” In other words – goals are great, but if you don’t have a system in place to achieve them, they’re just a nice idea. So, what financial goals do you...
Rollover Rules for Previously-Required Minimum Distributions for 2020 Expanded
A lot has happened since our last tax planning update. States have implemented their own strategies for re-opening, new areas have been impacted by the virus, and it’s rare if you don’t see someone wearing a mask while out and about. With all the uncertainty...
Financial Planning Controls
Hi, this is Robin Tull with Tull Financial Group coming to you with a financial tip on what we’re calling “Financial Fridays.” Each Wednesday my wife and I have a date night we go out to one of our favorite restaurants. This past Wednesday we went to an...
Why Behavioral Coaching Can Help Increase Your Portfolio
Welcome to Financial Fridays. I’m Robin Tull with Tull Financial Group and I’m trying to share some financial planning principles that I've learned over the past 35 years. What caught my attention this week was a Wall Street Journal article and they were sharing a...
Top Five Financial Tips During an Unsteady Market
In a volatile market like we’re dealing with right now, the usual rules do not always apply. However, some financial advice remains tried and true. If you’re struggling to understand the best way to manage your money during this difficult time, take a look at our...
Social Security Claiming Strategies
Hello, my name is Amy Pucci, I am a Certified Senior Advisor here at Tull Financial Group. We have many clients who are in or nearing retirement and we get a lot of questions on social security. The most common question is “when should I claim my benefits?” With...
