Improving lives through sound financial planning.

Most Recent Posts

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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