Travel, along with much of the rest of the economy is beginning to open back up. Recently United Airlines announced it will add 400 daily flights to July for European destinations and plans to fly 80% of its U.S. schedule compared with July 2019. The airline also said that summer travel bookings rose 214% from […]
As I drove home from work last Monday evening, I noticed cars backed up for two and a half blocks on Battlefield Boulevard. Performing a “rubberneck” routine, I saw they were all waiting to pull into the 711 to fill up their tanks with gas. It reminded me of the 70’s when I drove my […]
Volatility was a key theme for 2020, as the market was trying to predict the timeline of the economic recovery while simultaneously reacting to short-term headlines. The stock market price fluctuations presented lots of opportunities for investors with cash on the sidelines. In addition, new trading platforms such as Robinhood decreased the barrier to entry […]
Phil: Welcome to Tull Financial, Financial Friday where we give you a quick tip on a topic that has to do with financial planning services. Today’s topic is the fun topic, the great topic everyone loves—tax planning! Drew Overton here with me heads up a lot of our tax planning strategies in our office and […]
Concerns of an inflation comeback are ramping up among investors and Wall Street professionals alike. Here, as qualified retirement financial advisors, we break down some of the basics of inflation and how it impacts you and your retirement planning. What is inflation? Inflation is the rate at which a chosen basket of goods and services […]
As a portfolio owner, one of the most important investing lessons is diversification. A retirement financial advisor will tell you that a well-diversified portfolio can help you achieve your long-term goals and may limit your portfolio’s volatility (ups and downs) compared to a portfolio representing a single asset class (like a fund or ETF designed to […]
Retirement Planning: So often we overestimate what can be done overnight and we underestimate the compounding value in small decisions over time. As we project, approach, and walk through retirement, there are many forks and paths to take. It can be both overwhelming and confusing. But even more dangerous is the idea that we can […]
In the majority of our retirement planning meetings with financial planning services clients, we will refer to projecting one’s financial “flight path” as it pertains to developing a successful retirement plan. One of my college professors would often say to us, “if you don’t know where you are going, any road will get you there.” […]
It is hard to believe that we are a full quarter of the way into 2021. While most people have 2020 in their rearview, there is one more thing we need to do before we can officially move on – file our taxes. While for most people taxes may not be the most exciting thing […]
On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law. This legislation is designed to assist in the recovery from both the health and economic impacts brought about by COVID-19. This $1.9 trillion stimulus package made various changes to the tax code, impacting many individuals and businesses in the […]