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Rollover Rules for Previously-Required Minimum Distributions for 2020 Expanded

By Drew Overton | August 14, 2020

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 […]

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Social Security Claiming Strategies

By Amy Pucci | June 11, 2020

Hello, my name is Amy Pucci, I am a Certified Senior Advisor here at Tull Financial Group. We have many clients who are in or nearing retirement and we get a lot of questions on social security. The most common question is “when should I claim my benefits?” With the ongoing volatility in the stock market […]

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Investment Practices: Diversification

By Robert W. Tull | May 28, 2020

Hi, this is Robin Tull with Tull Financial Group. We’re coming to you to try to provide financial planning tips that may help you to become more of a successful investor. When investing in real estate what is it that most people always tell us are the three key principles? Location, location, location. Is there […]

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