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 when you’ve had a loss in your portfolio. It kind of puts that silver […]
Hi Robin Tull here with Tull Financial Group. We had a lot of good comments about some of the planning tips we’ve shared over the last three weeks since this virus has occurred. Today I want to talk a bit about the Roth conversion option. You can contribute to a Roth itself, but there are […]
Hi, I’m Robin Tull with Tull Financial Group. Today I’d like to share a little bit about the CARES Act and how it applies to required minimum distributions or RMDs. What are these RMDs? For those of you who are 70 and 1/2 or older, it’s that amount that you are required to take out […]
Hi, it’s Robert Tull, Tull Financial Group. Seen a lot of social media questions out there about financial planning, about the stock market, about the future, and I thought having been around for about thirty-five years, probably seen a lot over those thirty-five years, I thought, well, why don’t we address some of those questions? […]
A friend shared with me a brief five-minute clip of Simon Sinek’s Zoom meeting with his team last week. Simon is an author and motivational speaker, and in this video he discusses that he and his team will have to radically change the way they each do their individual jobs in addition to the company […]
Monday, I was returning from an extended trip with my family. We had been out west, which we love to do near winter’s final gasp, getting some hiking and skiing in before the Virginia spring begins. It seems there have been numerous trips like this where news comes out while we’re away, which results in […]
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 doesn’t make it go away. In fact, it only makes the inevitable […]
Each new year brings with it the implementation of new laws, especially financial and tax laws. At the end of 2017 Congress passed the largest piece of tax reform legislation in more than three decades, lowering marginal brackets for all taxpayers. Now we find that at the end of 2019, prior to the holidays, Congress […]
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 figure out how to create and save more wealth. The goals behind these two reasons, however, vary […]
Having recently returned from a Financial Planners Association Conference in Minneapolis, where the temperature was already hitting the freezing mark, I quickly remembered why I like living in Hampton Roads. I love the changing seasons where we can experience some snow in the winter with just a three-hour drive to ski resorts or the heat […]