Hi there, Robin Tull of Tull Financial Group. We want to come to you today to talk about a planning strategy that anyone can use if they invest. It’s called tax loss harvesting, and it’s a nice term that we use when you’ve had a loss in your portfolio. It kind of puts that silver […]
The Corona-virus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. At over 800 pages long, it can be overwhelming to think about all the changes that have come from this legislation. For today, we’ll walk through different segments of the CARES Act that may impact you and what […]
Hi Robin Tull here with Tull Financial Group. We had a lot of good comments about some of the planning tips we’ve shared over the last three weeks since this virus has occurred. Today I want to talk a bit about the Roth conversion option. You can contribute to a Roth itself, but there are […]
Hi, I’m Robin Tull with Tull Financial Group. Today I’d like to share a little bit about the CARES Act and how it applies to required minimum distributions or RMDs. What are these RMDs? For those of you who are 70 and 1/2 or older, it’s that amount that you are required to take out […]
Seems like a no brainer, right? Well, not necessarily. When the Fed cuts rates, it does not perfectly correspond with mortgage rates. Let’s dive into the “why” behind mortgage rate movements and the current climate. Rate cuts have an impact, but they do not always directly relate to your 15- or 30-year fixed mortgage rate. […]
Hi, it’s Robert Tull, Tull Financial Group. Seen a lot of social media questions out there about financial planning, about the stock market, about the future, and I thought having been around for about thirty-five years, probably seen a lot over those thirty-five years, I thought, well, why don’t we address some of those questions? […]
A friend shared with me a brief five-minute clip of Simon Sinek’s Zoom meeting with his team last week. Simon is an author and motivational speaker, and in this video he discusses that he and his team will have to radically change the way they each do their individual jobs in addition to the company […]
For the purpose of this blog, we want to identify some of the provisions of the CARES Act that may impact you and aspects of your retirement. Please know that these changes are very new, and that we are proactively working to identify planning opportunities for each of our clients. We have summarized the some […]
Monday, I was returning from an extended trip with my family. We had been out west, which we love to do near winter’s final gasp, getting some hiking and skiing in before the Virginia spring begins. It seems there have been numerous trips like this where news comes out while we’re away, which results in […]
Financial advising is different for everyone, but saving for retirement is a very different financial situation than drawing down on retirement funds already saved or budgeting social security payments. For those in their senior years who have transitioned from saving to budgeting their retirement dollars, it is a good idea to engage a Certified Senior […]