December 1, 2020
Financial Planning, Retirement Planning, Wealth Management
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... Read more
August 21, 2020
Financial Planning, Retirement Planning, Wealth Management
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... Read more
August 14, 2020
Company News, Financial Planning, Retirement Planning, Wealth Management
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... Read more
May 25, 2020
Financial Planning, Wealth Management
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... Read more
February 10, 2020
Financial Planning, Retirement Planning, Wealth Management
The Boomer Housing Bubble As I begin my flight back to Norfolk after attending the trustees meeting of my alma mater, I am reminded that ignoring or not recognizing trends may result in you not being around when they become a reality. Change is hard, but ignoringit... Read more
January 9, 2020
Financial Planning, Wealth Management
How to Find the Perfect Financial Advisor for You People generally begin the search for financial planning services for one of two reasons. Either they have amassed a certain amount of wealth and they’re not sure how to best grow and maintain it, or they want to... Read more
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