Improving lives through sound financial planning.

14 Years After the Bitcoin Blockchain Was Invented, Little of “This” Promise Has Been Realized

By Robert W. Tull | February 28, 2023

In 2022, we watched the former FTX CEO Sam Bankman-Fried and his FTX cryptocurrency exchange collapse. With investors’ concerns it may result in another Bear Stearns moment, that collapse dealt a catastrophic blow to cryptos reputation and the plans and aspirations of many in this unique industry. The question now is, is this the end […]

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10 Changes Brought About by the SECURE Act 2.0

By Drew Overton | January 18, 2023

We hope you all had a wonderful Christmas as well as a great New Year’s. We wanted to provide information regarding the new law that was passed on Thursday, December 30th, 2022, the SECURE Act 2.0. This $1.7 trillion omnibus spending package contains various pieces of retirement-related reform. While most of the changes are not […]

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Schwab Basics

By Ashley Albertson | November 1, 2022

Learn how to electronically request or make changes using Schwab Alliance Schwab is known for having the best overall brokerage for beginners and having excellent customer service for their clients. In addition, Schwab created Schwab Alliance, a version of their website customized specifically for clients of advisors. Alliance allows you to perform many functions including, […]

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What You Need to Know About Medicare Open Enrollment

By Amy Pucci | October 11, 2022

Medicare’s annual Open Enrollment period runs from October 15th through December 7th each year.   During this time, for those already enrolled in Medicare, you may: Switch between Original Medicare and Medicare Advantage (also known as Medicare Part C). What’s the difference between these two coverage options? Find out more here! Join a new prescription drug […]

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How Medicare Open Enrollment Scams Can Damage Your Financial Planning

By Amy Pucci | September 29, 2022

Healthcare is an integral part of American life, and ensuring you are covered during retirement should be at the forefront of your financial planning. Even with careful planning, Medicare open enrollment scams can damage your benefits and leave you vulnerable to identity theft. Protect yourself and your money with a trusted financial advisor like Tull […]

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Financial Planning Myths (Part I)

By Drew Overton | September 24, 2022

Information floods our minds every day. TV, radio, podcasts, and the internet is constantly at our fingertips. With access to unlimited information, companies compete for your attention. They use “click bait” to reel you into clicking on their blog post or website. Given that their number one priority is to grab your attention, information can […]

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