Improving lives through sound financial planning.

Planning For Aging

In this episode of From the Orange Couch, Robert W. Tull, Jr., CEO & President of Tull Financial Group discusses simple strategies for protecting the finances of older adults who may be contending with cognitive or capacity issues.

Robin touches on how best to plan for our older years by addressing these questions:

  • What types of planning are necessary? What does estate planning mean?
  • What are some signs to look for in someone who may have diminished capacity?
  • What is the importance of having a Last Will and Testament, Power of Attorney or Medical Directive?
  • What is a Trusted Contact? How does having one protect me?

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Life Insurance

Our video series on personal finance, From the Orange Couch, is back with Robert W. Tull, Jr., CFP®, President & CEO of Tull Financial Group answering several commonly asked questions about life insurance.

Click to watch and learn more about:

  • What is the purpose of life insurance? What are the different types?
  • How does life insurance fit within my financial plan?
  • If I decide to get life insurance, how much coverage do I need?
  • What are some things I should consider when shopping for life insurance?

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Retirement Readiness

In this episode of From the Orange Couch, Robert W. Tull, Jr., CFP®, President & CEO of Tull Financial Group interviews special guest, Colonel Mark Papen, U.S. Air Force (Retired) on the emotional and psychological impact of transitioning to retirement.

If you’re looking to retire in the near future, this is a discussion you won’t want to miss! Join Robin and Mark as they share practical tips and sage advice for preparing for retirement and living a purposeful, confident retirement.

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Charitable Giving

Making smart choices about how you donate to the causes you care about most can amplify your impact and may even help alleviate some of your tax burden. In this month’s episode, Robert W. Tull, Jr., CFP®, President & CEO of Tull Financial Group discusses the tax benefits and strategic uses of donor-advised funds (DAFs) as a thoughtful and tax-efficient way to give.

He answers the following commonly asked questions:

  • How do I optimize my charitable giving to benefit my overall financial plan with the help of a financial advisor?
  • What is a donor-advised fund?
  • How do I utilize a donor-advised fund to benefit my charitable giving?
  • Can I donate long-term appreciated stocks to avoid potentially significant capital gains?

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Maximizing Employee Benefits

In this episode of our video series entitled, From the Orange Couch, Robert W. Tull, Jr., CFP®, President & CEO of Tull Financial Group, provides some practical ways to get the greatest value from your employee benefits, including the following:

  • How can employee benefits help in planning for retirement?
  • How much should I contribute to my 401(k) plan?
  • How does inflation affect my retirement savings, and how can I protect against it?
  • What should I do with my 401(k) when I change jobs?
  • What are some benefits employers offer that I should be optimizing?

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Retirement Planning

In this episode of our From the Orange Couch video series on personal finance, Robert W. Tull, Jr., CFP®, President & CEO of Tull Financial Group, tackles some common questions about retirement planning, including:

  • Will I have enough income to last through retirement?
  • When should I start drawing Social Security benefits?
  • What are some financial planning factors to consider when getting ready to retire?
  • How should I plan for healthcare costs in retirement?

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Robert W. Tull, Jr.

In the introductory episode of a new video series entitled From the Orange Couch, Robert W. Tull, Jr., CFP®, President & CEO of Tull Financial Group, shares some personal insights derived from more than 35 years of financial planning experience.

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This material does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services. All investments involve risk, including foreign currency exchange rates, political risks, market risks, different accounting and financial reporting methods, and foreign taxes. Your use of these materials, including the website, is your acknowledgment that you have read and understood the full disclaimer.

The discussion of investment strategy, philosophy, and portfolios found in this advertisement is not intended as any form of substitute for individualized tax advice or investment advice. The discussion is general in nature and, therefore, not intended to recommend or endorse any asset class, security, or technical aspect of any security for the purpose of allowing a reader to use the approach on their own.

Any references to changes in positions or to model portfolios have been provided for representative purposes only, and changes noted may not apply to every client account as clients may place reasonable restrictions on the management of their assets, including those managed within model portfolios. Before participating in any investment program or making any investment, clients and all other readers are encouraged to consult with their professional advisers, including investment advisers and tax advisors. TFG can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined herein.