If you have ever been in one of my client planning meetings, you will often hear me refer to projecting one’s flight path. The reason I have used this term is that it requires advanced planning and navigational skills when it comes to developing a financial plan. Webster’s defines flight path as “a course or […]
You’ve been working for decades, dutifully putting away money into your company’s 401(k) plan and watching that investment grow into a sizable nest egg. You feel like you’ve finally nailed the savings game, but how comfortable are you with the idea of actually using and spending that money in retirement? The transition from saving to […]
The COVID-19 pandemic has had dramatic effects on so many aspects of our lives. But for those living in skilled nursing or rehabilitation facilities, as well as their families, the pandemic has been particularly difficult. Most of these facilities have limited or altogether eliminated outside visitors due to their residents’ higher risk of infection and […]
Phil: Welcome to Tull Financial Group’s Financial Friday. I’m glad to be here with Robin Tull today talking about charitable giving. I know this year has been a tough one for so many – especially small businesses and it’s really been cool to see the response of people to come around each other and to […]
As we near the end of the calendar year, many people take this opportunity to make donations to nonprofit and charitable organizations. With the holiday’s right around the corner and with everything going on in the world right now, there are more causes than ever to consider supporting. The good news is that there is […]
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 very 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 philosophy behind how you choose to manage your money relies heavily on your personal goals. Do you want to retire […]