Family and Estate Planning Archives

Family and Estate Planning
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Marriage and Money: The Importance of Making Joint Financial Decisions

By Drew Overton | August 21, 2020

Personal finance is a broad term that covers various areas of money management. These topics can range from monthly budgeting and saving, all the way to retirement and estate planning down the road. The importance of financial decisions is very high because it directly or indirectly affects marriage life. The philosophy behind how you choose […]

Senior Couple Disscusing About Retirement Goals

Family and Estate Planning
Retirement Planning

At or past retirement age? It’s never too late to bring in a Certified Senior Advisor

By Tull Financial Group | March 4, 2020

Financial advising is different for everyone, but saving for retirement is a very different financial situation than drawing down on retirement funds already saved or budgeting social security payments. For those in their senior years who have transitioned from saving to budgeting their retirement dollars, it is a good idea to engage a Certified Senior […]