Improving lives through sound financial planning.

Not Our First Rodeo

By Robert W. Tull | March 23, 2020

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 […]

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At or past retirement age? It’s never too late to bring in a Certified Senior Advisor

By Tull Financial Group | March 4, 2020

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 […]

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Life Transitions: Financial Planning for Widows

By Amy Pucci | February 26, 2020

Losing a spouse and the person you’ve built a life with is hard enough, but with death comes lots of decisions, paperwork, and responsibility. If you’ve recently lost your husband, we want to give you our deepest condolences. We also want to help you through this difficult time by making those onerous financial decisions easier […]

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