As the calendar year winds down, many people look for meaningful ways to support charitable causes, especially during the holiday season. If you’re over age 70½ and have an IRA, there’s a powerful way to give that also offers a valuable tax benefit: the Qualified Charitable Distribution (QCD). What Is a QCD? A QCD allows […]
In this week’s Financial Friday video, we welcome Amy Pucci, our Certified Senior Advisor (CSA), to talk about Medicare and the open enrollment period starting this October. Here are the main takeaways: WHAT IS FALL OPEN ENROLLMENT? Occurs each year from October 15th through December 7th During this time, those with Medicare can make changes […]
Robin: Hi Robin Tull with Tull Financial Group for this Financial Friday. I’m here with Ellen Anderson, our Director of Investments and we just want to talk a little bit about some of the questions that we’re getting. The first topic we want to discuss is about a recent piece I wrote about disruption. When […]
Most people have one of two feelings when asked about saving for retirement. The first is usually the feeling of being overwhelmed – thinking there are too many deferment options, too many funds to choose from, and that they have no idea where to begin. While I cannot deny the sometimes-overwhelming complexity of some retirement […]
On April 22 nd of this year, I wrote about how I believe the Pandemic Crisis of 2020 will be remembered for many years just as 9/11 and the Great Recession were defining moments. We are now six months into a period of quarantine, mask wearing, and for many a fear of the unknown. Many […]
Personal finance is a broad term that covers various areas of money management. These topics can range from monthly budgeting and saving, all the way to retirement and estate planning down the road. The importance of financial decisions is very high because it directly or indirectly affects marriage life. The philosophy behind how you choose […]
You may have heard the saying, “you don’t rise to the level of your goals, you fall to the level of your systems.” In other words – goals are great, but if you don’t have a system in place to achieve them, they’re just a nice idea. So, what financial goals do you have for […]
A lot has happened since our last tax planning update. States have implemented their own strategies for re-opening, new areas have been impacted by the virus, and it’s rare if you don’t see someone wearing a mask while out and about. With all the uncertainty regarding the virus, we want to ensure that you are […]
Hi, this is Robin Tull with Tull Financial Group coming to you with a financial tip on what we’re calling “Financial Fridays.” Each Wednesday my wife and I have a date night we go out to one of our favorite restaurants. This past Wednesday we went to an Italian restaurant where we met a new […]
Welcome to Financial Fridays. I’m Robin Tull with Tull Financial Group and I’m trying to share some financial planning principles that I’ve learned over the past 35 years. What caught my attention this week was a Wall Street Journal article and they were sharing a story of a Doctor who was 62 years old, preparing […]