Most Recent Posts

Honoring International Widows Day

By Amy Pucci | June 22, 2021

You may not be aware that June 23rd is a day that is dedicated to honoring and spreading awareness for the widows among us. We here at Tull Financial Group find it very important to empower widows by educating and guiding them along their financial flight path. There are many ways for widows to receive […]

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Retirement Planning Milestones

By Amy Pucci | March 4, 2021

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 you! Here are some key milestones to help navigate your retirement […]

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How to Connect with Loved Ones in Long-Term Care this Christmas

By Amy Pucci | December 10, 2020

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 altogether eliminated outside visitors due to their residents’ higher risk of infection and […]

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Medicare Fall Open Enrollment

By Amy Pucci | October 20, 2020

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 Medicare can make changes […]

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Social Security Claiming Strategies

By Amy Pucci | June 11, 2020

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 the ongoing volatility in the stock market […]

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Life Transitions: Financial Planning for Widows

By Amy Pucci | February 26, 2020

Losing a spouse and the person you’ve built a life with is hard enough, but with death comes lots of decisions, paperwork, and responsibility. If you’ve recently lost your husband, we want to give you our deepest condolences. We also want to help you through this difficult time by making those onerous financial decisions easier […]

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