When I began my career about 35 years ago, a contractor friend of mine gave me some very good advice that I instituted early on in my office, and it was this: If you want to develop trust, start by being trustworthy in the small things. He used the example of the use of postage […]
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 […]
Phil: Welcome to another one of our Tull Financial Group Financial Fridays where we give you a tidbit of information to help educate you on all the things out there in the world that have to do with your finances and I know right now people are asking about the American Rescue Act that is […]
Phil: Welcome to Tull Financial Group’s Financial Friday. I’m glad to be here with Robin Tull today talking about charitable giving. I know this year has been a tough one for so many – especially small businesses and it’s really been cool to see the response of people to come around each other and to […]
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 […]
Hi, this is Robin Tull with Tull Financial Group coming to you with a financial tip on what we’re calling “Financial Fridays.” Each Wednesday my wife and I have a date night we go out to one of our favorite restaurants. This past Wednesday we went to an Italian restaurant where we met a new […]
Welcome to Financial Fridays. I’m Robin Tull with Tull Financial Group and I’m trying to share some financial planning principles that I’ve learned over the past 35 years. What caught my attention this week was a Wall Street Journal article and they were sharing a story of a Doctor who was 62 years old, preparing […]
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 […]
We are often asked by first-time callers to our office if we are a “Fiduciary.” It seems like the word is all over the news these days, but what exactly does it mean? In a nutshell, a fiduciary is a person or organization who is ethically bound to put a client’s best interests first at […]
Don’t accumulate possessions…accumulate experiences. Yes, it sounds like strange advice coming from a financial advisor. On a daily basis I counsel clients to grow their assets, because one day they will be drawing from them. But as I cross another milestone – July 7, 2015, marked my 30thAnniversary in the financial planning profession – I […]