Leading During Challenging Times

By Robert W. Tull | September 15, 2021

So, what do the pandemic of 2020 and 9/11 have in common? Both were periods of time that I served as Chairman of Chesapeake Hospital Authority and President of The Rotary Club of Chesapeake, respectively. The video of two passenger planes flying into the Twin Towers of the World Trade Center resulted in enormous fear […]

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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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Rollover Rules for Previously-Required Minimum Distributions for 2020 Expanded

By Drew Overton | August 14, 2020

A lot has happened since our last tax planning update. States have implemented their own strategies for re-opening, new areas have been impacted by the virus, and it’s rare if you don’t see someone wearing a mask while out and about. With all the uncertainty regarding the virus, we want to ensure that you are […]

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ROBIN’S STORY

By Robert W. Tull | October 23, 2019

I remember, growing up, that our Thanksgiving meals regularly included a guest at the table who didn’t have family, and our family vehicle was considered a gift that my dad seemed to always loan out to someone in need. Those are just a couple of the memories I had growing up as the son of […]

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Robin Tull Celebrates 30 Years in Financial Planning

By Robert W. Tull | July 23, 2015

Don’t accumulate possessions…accumulate experiences. Yes, it sounds like strange advice coming from a financial advisor. On a daily basis I counsel clients to grow their assets, because one day they will be drawing from them. But as I cross another milestone – July 7, 2015, marked my 30thAnniversary in the financial planning profession – I […]

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