Phil: Welcome to Tull Financial, Financial Friday where we give you a quick tip on a topic that has to do with financial planning services. Today’s topic is the fun topic, the great topic everyone loves—tax planning! Drew Overton here with me heads up a lot of our tax planning strategies in our office and […]
In the majority of our retirement planning meetings with financial planning services clients, we will refer to projecting one’s financial “flight path” as it pertains to developing a successful retirement plan. One of my college professors would often say to us, “if you don’t know where you are going, any road will get you there.” […]
It is hard to believe that we are a full quarter of the way into 2021. While most people have 2020 in their rearview, there is one more thing we need to do before we can officially move on – file our taxes. While for most people taxes may not be the most exciting thing […]
On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law. This legislation is designed to assist in the recovery from both the health and economic impacts brought about by COVID-19. This $1.9 trillion stimulus package made various changes to the tax code, impacting many individuals and businesses in the […]
Phil: Welcome to another one of our Tull Financial Group Financial Fridays where we give you a tidbit of information to help educate you on all the things out there in the world that have to do with your finances and I know right now people are asking about the American Rescue Act that is […]
The Consolidated Appropriations Act, 2021 was signed into law by President Donald Trump on December 27, 2020. This act included a wide range of additional Coronavirus aid as well as extensions of expiring tax relief packages. At a whopping 5,593 pages, it is the longest bill ever passed by Congress according to the Senate Historical […]
If you have ever been in one of my client planning meetings, you will often hear me refer to projecting one’s flight path. The reason I have used this term is that it requires advanced planning and navigational skills when it comes to developing a financial plan. Webster’s defines flight path as “a course or […]
You’ve been working for decades, dutifully putting away money into your company’s 401(k) plan and watching that investment grow into a sizable nest egg. You feel like you’ve finally nailed the savings game, but how comfortable are you with the idea of actually using and spending that money in retirement? The transition from saving to […]
Phil: Welcome to Tull Financial Group’s Financial Friday. I’m glad to be here with Robin Tull today talking about charitable giving. I know this year has been a tough one for so many – especially small businesses and it’s really been cool to see the response of people to come around each other and to […]
As we near the end of the calendar year, many people take this opportunity to make donations to nonprofit and charitable organizations. With the holiday’s right around the corner and with everything going on in the world right now, there are more causes than ever to consider supporting. The good news is that there is […]