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529 Plans: Guide to College Savings

By Ashley Albertson | May 24, 2024

In the financial world, we like to recognize the month of May for 529 plans (5/29 – get it?). Also known as qualified tuition programs, 529 plans are tax-advantaged education savings accounts that can help finance a child’s education track from kindergarten through graduate school. Please allow me to highlight five key takeaways about 529 […]

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The Financial Birth Plan: When You’re Expecting Guide to Nurturing Family Finances for Your First Child

By Philip Tull | April 18, 2024

Welcome to the wonderful world of parenthood! Whether you are beginning to think about growing your family or eagerly anticipating the arrival of your little one, it’s natural to feel a mix of excitement and nervousness, especially when it comes to managing your family’s financial planning. Rest assured, with a little planning and a lot […]

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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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Fraudsters Don’t Take Holidays

By Elisabeth Engel | December 18, 2023

The holiday season is in full swing, and you likely have a To Do List as long as Santa’s. While this is a truly magical time of year — twinkling lights aglow, festive music setting the tone in stores, and everyone feeling the Christmas spirit – the holidays also provide an entry point for scammers […]

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Maximizing Employee Benefits as a Dollar Tree Professional

By Phil Tull | October 25, 2023

Responsibility In the 1980’s, companies that offered pensions began to substitute them with defined contribution 401(k) plans. Corporate America did this to reduce costs and transfer risk onto the employees. As a result, it is your responsibility as the employee to understand and participate in planning for your retirement. However, at Tull Financial Group, it […]

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Medicare Open Enrollment – What You Need to Know

By Amy Pucci | September 29, 2023

Medicare provides essential healthcare coverage for those aged 65 and older as well as certain younger individuals with disabilities. If you’re a Medicare beneficiary or about to become one, understanding Medicare open enrollment is crucial. In this blog, we’ll walk you through the basic information you should know about Medicare open enrollment. Medicare Open Enrollment […]

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