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Most Recent Posts

Marriage and Money: The Importance of Making Joint Financial Decisions

By Drew Overton | August 21, 2020

Personal finance is a 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 importance of financial decisions is very high because it directly or indirectly affects marriage life. The philosophy behind how you choose […]

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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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