When the market experiences heightened volatility, resulting in negative performance, it can have a significant impact on investments. Though account values may look disheartening for many this year (as the S&P 500 was -17.13% as of November 21st, 2022), it may be possible to find a silver lining to cheer you up. Well at least […]
When it comes to college savings most people have heard about 529 plans, savings bonds, and custodial accounts. However, there is another player in the game that many overlook that provides a dual-purpose investment option. Custodial Roth accounts, known for their post-tax investment growth for retirement, can also have a place in the college savings […]
My dad loves to quote a life insurance salesman that once said to him “how do you know you don’t have a child?” As cringeworthy as the question is, it does address the purpose of insurance fairly well. Insuring against the unknown “what-ifs” that life holds. Life insurance takes the place of your income in […]
Phil: Welcome back to Tull Financial, Financial Fridays! It’s been a little while but we’re glad to be back with you. It’s tax season, really coming down to the wire here. So you’ve got lots of questions about tax software, tax preparers, CPAs – who do I use? How do I know? And of course […]
When we hear the word “retirement” we almost synonymously think 401(k). But what if you don’t have a 401(k)? Can you still invest and plan for retirement?? While a 401(k) is largely the most popular and most well known of retirement plans, it is not by any means the “end all be all” of retirement […]
Phil: Welcome to Tull Financial, Financial Friday where we give you a quick tip on a topic that has to do with financial planning services. Today’s topic is the fun topic, the great topic everyone loves—tax planning! Drew Overton here with me heads up a lot of our tax planning strategies in our office and […]
Retirement Planning: So often we overestimate what can be done overnight and we underestimate the compounding value in small decisions over time. As we project, approach, and walk through retirement, there are many forks and paths to take. It can be both overwhelming and confusing. But even more dangerous is the idea that we can […]
Phil: Welcome to another one of our Tull Financial Group Financial Fridays where we give you a tidbit of information to help educate you on all the things out there in the world that have to do with your finances and I know right now people are asking about the American Rescue Act that is […]
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 really been cool to see the response of people to come around each other and to […]
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 have for […]