Fall brings more than football and cooler temperatures. It also signals the approach of Medicare Open Enrollment, an important opportunity to review your healthcare coverage for the coming year. Each year, from October 15 through December 7, Medicare beneficiaries have the opportunity to review and make changes to their coverage for the upcoming year. Any […]
A few months ago, I received not one – but two – compliments on my teeth and smile. And yes, I’m counting! Why? Because for most of my life, I dreaded going to the dentist. I was the kid with countless cavities and frequent fillings. Some dentists even told me I was just genetically prone […]
Medicare Open Enrollment is right around the corner, and it’s one of the most important times of year for anyone enrolled in Medicare. From October 15 through December 7, beneficiaries have the opportunity to review their current coverage and make changes. Updates made during this period will take effect on January 1, 2026. At Tull Financial […]
On July 4, 2025, President Trump signed into law the One Big, Beautiful Bill Act (“OBBBA”). OBBBA includes the largest tax overhaul since the Tax Cuts and Jobs Act of 2017 (“TCJA”), and it will affect almost every individual and business in the United States. The provisions in the new law go into effect on […]
As a millennial myself, I can testify that the idea of reading an article about my generations’ financial fears does not necessarily peak my positive interest. Whether you find yourself dealing with one or many of these fears, it can feel daunting. However, I implore you to stay engaged for the hopeful strategies after we […]
Navigating college planning is much like navigating life—being informed and prepared is your best strategy. If you are a family looking to support your child(ren) in their academic pursuits, here are a few key points that will help in strategically planning for the future. Time Is of the Essence When it comes to college planning, […]
Charles Schwab prides itself as a custodian that puts its clients first. One facet of their commitment to customer service is their user-friendly, clientele-only website, Schwab Alliance. Schwab Alliance is exclusive to clients of advisors and the website offers many features that simplify settings and updates. Below will cover four basic requests a client may […]
Medicare Open Enrollment is a crucial period for beneficiaries to review their coverage options and ensure they are enrolled in the plan that best meets their needs. Medicare Open Enrollment occurs each year from October 15th to December 7th. This annual opportunity allows individuals to make changes to their Medicare coverage, such as switching plans […]
Have you ever watched a futuristic movie and thought to yourself, “Wow, that would be a cool world to live in!”? I had this moment while watching Spy Kids with my siblings as a tween. One of the characters wants to make dinner for her brother and chooses an index-card-sized plate wrapped in cellophane, places […]
It has been some time since Cathy and I have taken an extended vacation. Much of this had to do with COVID travel restrictions and my overall busy schedule. With all that said, we planned a cruise about six months ago and flew out the end of July. Only about four days had passed when […]