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• Wealth Management

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• Retirement Planning

• Family and Estate Planning

• From The Orange Couch

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• Retirement Planning

Longevity and Retirement Planning

By Robert W. Tull | March 12, 2015

If you knew exactly how long you would live, what would you do differently? Would you travel more and work less? Would you start your dream business? Would you sell your house and live on a cruise liner? Would you spend all your money, or stockpile it to leave to your loved ones? In the […]

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• Financial Planning
• Retirement Planning

The Beneficiary Review

By Robert W. Tull | January 1, 2015

Happy New Year! If you’re anything like me or thousands of other typical Americans, you’ve resolved to get your life more organized this year. Now, that could mean anything from closets to paperwork to many things in between. How about beneficiaries? You know, the people who stand to inherit your assets when you die? Do […]

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