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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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Is your 401k on track?

By Ellen Anderson | August 17, 2022

Managing your 401(k) plays a critical role in determining the success of your retirement plan. For about one-third of American workers (32%), retirement accounts are expected to be the primary source of retirement income, according to Transamerica Center for Retirement Studies. In other words, your 401(k) may be a meaningful part of your portfolio and […]

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How to use a Roth for College Savings?

By Phil Tull | August 2, 2022

When it comes to college savings most people have heard about 529 plans, savings bonds, and custodial accounts. However, there is another player in the game that many overlook that provides a dual-purpose investment option. Custodial Roth accounts, known for their post-tax investment growth for retirement, can also have a place in the college savings […]

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5 Important Steps in Retirement Planning

By Drew Overton | June 27, 2022

The title of this blog may lead you to believe this is only for people within a few years of retiring. However, the inverse is true: the younger you are, the more important this information is for you. So, first off – what is retirement planning, exactly? It can sound like an overwhelming and far-away […]

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