Improving lives through sound financial planning.

Retirement Redefined: From Green Tees to the Danube

By Robert W. Tull | July 1, 2025

Last summer, I reflected on the idea of choosing your own path in retirement—symbolized by my decision to not play from the green tees during a golf tournament. That moment sparked a deeper realization: retirement isn’t a one-size-fits-all destination. It’s a journey, and it should be one you design intentionally. Recently, my wife Cathy and […]

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Celebrating Healthy Aging: A Tribute to Vitality & Purpose

By Amy Pucci | June 25, 2025

June is Healthy Aging Month A time to celebrate all the ways we can stay active, engaged, and thriving as we get older!  “This is 75” — A Powerful Tribute to Aging with Purpose Aging isn’t just about getting older — it’s about growing stronger, embracing new possibilities, and living life to the fullest. To […]

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Retirement Without a 401(k)

By Phil Tull | May 12, 2025

When we hear the word “retirement,” we almost synonymously think 401(k). What if you don’t have a 401(k)? Can you still invest and plan for retirement? While a 401(k) is largely the most popular and well known of retirement plans, it is not by any means the “be-all and end-all” of retirement savings. There are […]

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Entrepreneur’s Guide to Retirement Plans

By Phil Tull | December 3, 2024

Choosing the right retirement savings vehicle for your business can be one of the most important decisions you make as an entrepreneur. Each plan has unique features, benefits and requirements. When considering what retirement plan suits your business, you will want to analyze the administrative costs, operation restrictions, and attractiveness to potential employees. Given the […]

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Exploring Retirement Living Options: Making the Best Choice for Your Golden Years

By Amy Pucci | September 18, 2024

Retirement marks a new chapter in life filled with opportunities for relaxation, hobbies, and quality time. As you embark on this exciting journey, choosing the right living arrangement is crucial. Retirement living options have evolved significantly, offering a diverse range of choices to suit various lifestyles and budgets. In this article, we will explore common […]

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Leadership Wanted for a Sustainable Retirement

By Robert W. Tull | February 29, 2024

Recently I listened to an interview with Fred Smith, the highly respected founder and executive chairman of FedEx Corporation. He shared how over the next months or years policy changes need to be made when it comes to government spending and debt. Federal spending has risen dramatically to where almost $2 trillion was borrowed last […]

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