Improving lives through sound financial planning.

Retirement Redefined: From Green Tees to the Danube

By Robert W. Tull | July 1, 2025

Last summer, I reflected on the idea of choosing your own path in retirement—symbolized by my decision to not play from the green tees during a golf tournament. That moment sparked a deeper realization: retirement isn’t a one-size-fits-all destination. It’s a journey, and it should be one you design intentionally. Recently, my wife Cathy and […]

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Celebrating Healthy Aging: A Tribute to Vitality & Purpose

By Amy Pucci | June 25, 2025

June is Healthy Aging Month A time to celebrate all the ways we can stay active, engaged, and thriving as we get older!  “This is 75” — A Powerful Tribute to Aging with Purpose Aging isn’t just about getting older — it’s about growing stronger, embracing new possibilities, and living life to the fullest. To […]

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Doing Hard Things

By Robert W. Tull | May 8, 2015

April 20th was my son, Philip’s, 23rd birthday. He didn’t ask for much… all he wanted was for Mom and Dad to travel to Williamsburg with he and Janae, his lovely fiancĂ©e, and “do the ropes course.” Sounded to me like a fairly simple birthday request, so I said, “Let’s do it.” What is a […]

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