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Why You Need a Financial Flight Path

By Robert W. Tull | January 21, 2021

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 […]

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How to Connect with Loved Ones in Long-Term Care this Christmas

By Amy Pucci | December 10, 2020

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 […]

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Medicare Fall Open Enrollment

By Amy Pucci | October 20, 2020

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 […]

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How to Invest During an Election Year

By Robert W. Tull | October 1, 2020

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 […]

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Marriage and Money: The Importance of Making Joint Financial Decisions

By Drew Overton | August 21, 2020

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 […]

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